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 | $183,446 | $88,672+106.9% | $105,223+74.3% | $82,448+122.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.91% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $12,573 | $3,048+312.5% | $3,689+240.9% | $2,551+392.9% |
| Participant deferral / active EE | $6,585 | $4,036+63.2% | $5,072+29.8% | $4,139+59.1% |
| Admin fee / account holder | $51,031 | $7,146+614.1% | $8,859+476.0% | $7,234+605.4% |