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 | $151,059 | $84,233+79.3% | $170,442-11.4% | $70,131+115.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.93% | 23.06%-12.1pp | 205.93%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $6,222 | $3,387+83.7% | $5,433+14.5% | $2,342+165.6% |
| Participant deferral / active EE | $2,661 | $3,086-13.8% | $4,939-46.1% | $3,332-20.1% |
| Admin fee / account holder | $7,059 | $5,698+23.9% | $13,880-49.1% | $4,645+52.0% |