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 | $164,481 | $97,744+68.3% | $103,476+59.0% | $145,922+12.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.99% | 25.41%-18.4pp | 23.90%-16.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $12,087 | $4,677+158.5% | $4,672+158.7% | $4,660+159.4% |
| Participant deferral / active EE | $2,142 | $6,603-67.6% | $6,623-67.7% | $6,688-68.0% |
| Admin fee / account holder | $88,152 | $12,515+604.4% | $9,413+836.5% | $13,397+558.0% |