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 | $167,621 | $95,561+75.4% | $77,163+117.2% | $139,434+20.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.05% | 54.92%-48.9pp | 37.87%-31.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $3,194 | $3,147+1.5% | $2,535+26.0% | $4,751-32.8% |
| Participant deferral / active EE | $8,672 | $4,624+87.6% | $3,833+126.2% | $6,710+29.2% |
| Admin fee / account holder | $340,969 | $8,295+4010.6% | $5,472+6131.0% | $11,403+2890.3% |