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 | $150,073 | $65,685+128.5% | $57,179+162.5% | $273,961-45.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.27% | 21.99%-22.3pp | 14.59%-14.9pp | 41.45%-41.7pp |
| Employer contribution / active EE | $13,376 | $3,279+308.0% | $2,682+398.7% | $4,869+174.7% |
| Participant deferral / active EE | $5,245 | $3,782+38.7% | $3,096+69.4% | $5,287-0.8% |
| Admin fee / account holder | $46,135 | $4,835+854.3% | $3,139+1369.8% | $10,132+355.3% |