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 | $131,556 | $78,705+67.2% | $117,854+11.6% | $70,131+87.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 4.38% | 23.30%-18.9pp | 335.08%-330.7pp | 73.14%-68.8pp |
| Employer contribution / active EE | $19,923 | $2,223+796.1% | $3,786+426.2% | $2,342+750.5% |
| Participant deferral / active EE | $3,327 | $3,297+0.9% | $4,482-25.8% | $3,332-0.1% |
| Admin fee / account holder | $20,678 | $5,065+308.2% | $8,020+157.8% | $4,645+345.1% |