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 | $168,294 | $107,334+56.8% | $92,893+81.2% | $152,861+10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.79% | 145.58%-141.8pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $3,242 | $4,221-23.2% | $3,653-11.2% | $4,762-31.9% |
| Participant deferral / active EE | $1,629 | $4,845-66.4% | $4,236-61.5% | $5,850-72.1% |
| Admin fee / account holder | $1,405 | $7,079-80.2% | $5,794-75.8% | $11,596-87.9% |