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 | $178,809 | $93,571+91.1% | $135,903+31.6% | $75,163+137.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.13% | 30.90%-20.8pp | 68.23%-58.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $4,334 | $3,537+22.5% | $4,856-10.8% | $2,670+62.3% |
| Participant deferral / active EE | $13,555 | $6,404+111.7% | $7,758+74.7% | $4,125+228.6% |
| Admin fee / account holder | $102,383 | $6,975+1367.8% | $10,762+851.3% | $5,651+1711.8% |