See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,219 | $65,041+92.5% | $90,951+37.7% | $79,858+56.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.66% | 30.45%-21.8pp | 134.60%-125.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,276 | $1,247+162.6% | $2,122+54.4% | $2,471+32.6% |
| Participant deferral / active EE | $2,888 | $2,512+15.0% | $3,373-14.4% | $3,740-22.8% |
| Admin fee / account holder | $18,619 | $4,536+310.5% | $5,959+212.5% | $5,306+250.9% |