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 | $148,818 | $53,127+180.1% | $86,590+71.9% | $70,131+112.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.32% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $6,667 | $2,068+222.3% | $2,839+134.8% | $2,342+184.6% |
| Participant deferral / active EE | $4,993 | $2,696+85.2% | $3,609+38.4% | $3,332+49.9% |
| Admin fee / account holder | $325 | $3,585-90.9% | $4,906-93.4% | $4,645-93.0% |