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 | $149,060 | $77,899+91.3% | $149,673-0.4% | $75,163+98.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.13% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $10,524 | $3,137+235.4% | $4,818+118.5% | $2,670+294.2% |
| Participant deferral / active EE | $9,646 | $3,411+182.8% | $5,680+69.8% | $4,125+133.8% |
| Admin fee / account holder | $17,844 | $5,956+199.6% | $13,210+35.1% | $5,651+215.8% |