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 | $242,602 | $77,899+211.4% | $149,673+62.1% | $75,163+222.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 3.80% | 31.72%-27.9pp | 134.42%-130.6pp | 160.62%-156.8pp |
| Employer contribution / active EE | $21,415 | $3,137+582.6% | $4,818+344.5% | $2,670+702.1% |
| Participant deferral / active EE | $15,169 | $3,411+344.7% | $5,680+167.1% | $4,125+267.7% |
| Admin fee / account holder | $62,017 | $5,956+941.2% | $13,210+369.5% | $5,651+997.5% |