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 | $166,618 | $65,365+154.9% | $92,893+79.4% | $72,985+128.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.29% | 42.10%-27.8pp | 109.41%-95.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $5,078 | $2,594+95.7% | $3,653+39.0% | $2,440+108.1% |
| Participant deferral / active EE | $2,684 | $3,128-14.2% | $4,236-36.6% | $3,607-25.6% |
| Admin fee / account holder | $19,008 | $4,251+347.1% | $5,794+228.1% | $5,124+270.9% |