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 | $168,153 | $91,190+84.4% | $178,490-5.8% | $79,858+110.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.04% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $9,199 | $3,256+182.5% | $5,011+83.6% | $2,471+272.3% |
| Participant deferral / active EE | $6,219 | $3,236+92.2% | $5,202+19.6% | $3,740+66.3% |
| Admin fee / account holder | $1,284 | $6,751-81.0% | $13,984-90.8% | $5,306-75.8% |