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 | $180,913 | $45,073+301.4% | $69,455+160.5% | $72,985+147.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.01% | 22.65%-19.6pp | 28.97%-26.0pp | 81.00%-78.0pp |
| Employer contribution / active EE | $11,353 | $2,054+452.7% | $2,779+308.5% | $2,440+365.3% |
| Participant deferral / active EE | $4,960 | $2,602+90.6% | $3,535+40.3% | $3,607+37.5% |
| Admin fee / account holder | $30,318 | $3,056+892.2% | $3,839+689.7% | $5,124+491.6% |