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 | $172,620 | $77,899+121.6% | $149,673+15.3% | $75,163+129.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 5.42% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $3,770 | $3,137+20.2% | $4,818-21.7% | $2,670+41.2% |
| Participant deferral / active EE | $4,612 | $3,411+35.2% | $5,680-18.8% | $4,125+11.8% |
| Admin fee / account holder | $45,252 | $5,956+659.7% | $13,210+242.6% | $5,651+700.8% |