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 | $184,185 | $89,355+106.1% | $141,162+30.5% | $72,985+152.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.44% | 111.85%-106.4pp | 71.39%-66.0pp | 81.00%-75.6pp |
| Employer contribution / active EE | $9,313 | $3,114+199.0% | $4,735+96.7% | $2,440+281.7% |
| Participant deferral / active EE | $4,308 | $5,418-20.5% | $6,709-35.8% | $3,607+19.4% |
| Admin fee / account holder | $5,117 | $5,958-14.1% | $10,261-50.1% | $5,124-0.1% |