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 | $120,916 | $48,795+147.8% | $65,493+84.6% | $84,808+42.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 8.38% | 20.20%-11.8pp | 982.45%-974.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $7,384 | $1,930+282.7% | $2,574+186.9% | $2,631+180.7% |
| Participant deferral / active EE | $5,666 | $2,928+93.5% | $3,961+43.0% | $4,212+34.5% |
| Admin fee / account holder | $3,329 | $3,877-14.1% | $5,028-33.8% | $7,344-54.7% |