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 | $227,469 | $65,041+249.7% | $90,951+150.1% | $79,858+184.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.45% | 30.45%-21.0pp | 134.60%-125.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $5,091 | $1,247+308.2% | $2,122+139.9% | $2,471+106.0% |
| Participant deferral / active EE | $10,097 | $2,512+302.0% | $3,373+199.3% | $3,740+170.0% |
| Admin fee / account holder | $84,537 | $4,536+1763.7% | $5,959+1318.8% | $5,306+1493.2% |