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 | $185,580 | $58,208+218.8% | $81,812+126.8% | $80,856+129.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.79% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,125 | $2,340+33.5% | $2,912+7.3% | $2,755+13.4% |
| Participant deferral / active EE | $7,240 | $3,281+120.7% | $4,319+67.6% | $4,296+68.5% |
| Admin fee / account holder | $7,165 | $4,981+43.8% | $7,386-3.0% | $6,918+3.6% |