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 | $185,830 | $30,400+511.3% | $53,898+244.8% | $84,808+119.1% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 10.81% | 500.19%-489.4pp | 528.60%-517.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,297 | $603+447.0% | $932+253.7% | $2,631+25.3% |
| Participant deferral / active EE | $3,572 | $1,199+198.0% | $1,826+95.6% | $4,212-15.2% |
| Admin fee / account holder | $4,292 | $1,993+115.3% | $2,491+72.3% | $7,344-41.6% |