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 9-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 | $182,715 | $89,355+104.5% | $141,162+29.4% | $72,985+150.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.54% | 111.85%-96.3pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $13,771 | $3,114+342.2% | $4,735+190.8% | $2,440+464.4% |
| Participant deferral / active EE | $4,996 | $5,418-7.8% | $6,709-25.5% | $3,607+38.5% |
| Admin fee / account holder | $71,311 | $5,958+1096.9% | $10,261+595.0% | $5,124+1291.6% |