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 | $195,334 | $93,571+108.8% | $135,903+43.7% | $75,163+159.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 3.69% | 30.90%-27.2pp | 68.23%-64.5pp | 160.62%-156.9pp |
| Employer contribution / active EE | $10,603 | $3,537+199.8% | $4,856+118.3% | $2,670+297.1% |
| Participant deferral / active EE | $5,098 | $6,404-20.4% | $7,758-34.3% | $4,125+23.6% |
| Admin fee / account holder | $13,328 | $6,975+91.1% | $10,762+23.8% | $5,651+135.9% |