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 | $195,227 | $102,317+90.8% | $146,958+32.8% | $80,856+141.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 1.04% | 134.76%-133.7pp | 418.34%-417.3pp | 35.59%-34.6pp |
| Employer contribution / active EE | $13,529 | $3,713+264.4% | $4,933+174.3% | $2,755+391.1% |
| Participant deferral / active EE | $29,413 | $6,644+342.7% | $8,070+264.5% | $4,296+584.7% |
| Admin fee / account holder | $27,745 | $7,941+249.4% | $12,998+113.5% | $6,918+301.1% |