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 | $169,317 | $77,899+117.4% | $149,673+13.1% | $75,163+125.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.08% | 31.72%-25.6pp | 134.42%-128.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $5,492 | $3,137+75.0% | $4,818+14.0% | $2,670+105.7% |
| Participant deferral / active EE | $5,070 | $3,411+48.6% | $5,680-10.7% | $4,125+22.9% |
| Admin fee / account holder | $19,624 | $5,956+229.5% | $13,210+48.6% | $5,651+247.3% |