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 | $180,644 | $93,571+93.1% | $135,903+32.9% | $75,163+140.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 5.83% | 30.90%-25.1pp | 68.23%-62.4pp | 160.62%-154.8pp |
| Employer contribution / active EE | $2,455 | $3,537-30.6% | $4,856-49.4% | $2,670-8.0% |
| Participant deferral / active EE | $4,885 | $6,404-23.7% | $7,758-37.0% | $4,125+18.4% |
| Admin fee / account holder | $39,891 | $6,975+471.9% | $10,762+270.7% | $5,651+605.9% |