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 | $169,921 | $95,416+78.1% | $185,823-8.6% | $85,850+97.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.42% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,771 | $3,314+44.0% | $5,167-7.7% | $2,565+86.0% |
| Participant deferral / active EE | $6,070 | $3,423+77.3% | $5,568+9.0% | $3,952+53.6% |
| Admin fee / account holder | $824 | $7,213-88.6% | $16,237-94.9% | $6,260-86.8% |