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 | $192,318 | $89,753+114.3% | $107,525+78.9% | $84,808+126.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.27% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,914 | $3,113+90.0% | $3,754+57.6% | $2,631+124.8% |
| Participant deferral / active EE | $11,370 | $4,056+180.3% | $5,116+122.3% | $4,212+170.0% |
| Admin fee / account holder | $64,714 | $7,222+796.1% | $8,919+625.6% | $7,344+781.2% |