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 | $89,753+104.4% | $107,525+70.6% | $84,808+116.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.91% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $12,573 | $3,113+303.8% | $3,754+235.0% | $2,631+377.9% |
| Participant deferral / active EE | $6,585 | $4,056+62.3% | $5,116+28.7% | $4,212+56.4% |
| Admin fee / account holder | $51,031 | $7,222+606.6% | $8,919+472.2% | $7,344+594.9% |