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 | $175,219 | $53,777+225.8% | $134,143+30.6% | $79,858+119.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.91% | 19.01%-9.1pp | 36.33%-26.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $7,509 | $1,321+468.3% | $3,704+102.7% | $2,471+203.9% |
| Participant deferral / active EE | $4,003 | $2,420+65.4% | $3,499+14.4% | $3,740+7.0% |
| Admin fee / account holder | $2,179 | $3,984-45.3% | $6,684-67.4% | $5,306-58.9% |