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 | $182,806 | $98,750+85.1% | $149,696+22.1% | $79,858+128.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.57% | 27.43%-21.9pp | 276.60%-271.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $5,506 | $3,216+71.2% | $4,644+18.5% | $2,471+122.8% |
| Participant deferral / active EE | $4,740 | $5,680-16.6% | $6,842-30.7% | $3,740+26.7% |
| Admin fee / account holder | $87,113 | $6,053+1339.3% | $9,309+835.8% | $5,306+1541.7% |