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 | $245,088 | $107,334+128.3% | $92,893+163.8% | $152,861+60.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.13% | 145.58%-144.4pp | 109.41%-108.3pp | 345.32%-344.2pp |
| Employer contribution / active EE | $11,381 | $4,221+169.6% | $3,653+211.6% | $4,762+139.0% |
| Participant deferral / active EE | $7,541 | $4,845+55.7% | $4,236+78.0% | $5,850+28.9% |
| Admin fee / account holder | $1,710 | $7,079-75.8% | $5,794-70.5% | $11,596-85.3% |