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 | $159,688 | $93,571+70.7% | $135,903+17.5% | $75,163+112.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 3.82% | 30.90%-27.1pp | 68.23%-64.4pp | 160.62%-156.8pp |
| Employer contribution / active EE | $9,599 | $3,537+171.4% | $4,856+97.7% | $2,670+259.5% |
| Participant deferral / active EE | $6,127 | $6,404-4.3% | $7,758-21.0% | $4,125+48.5% |
| Admin fee / account holder | $7,742 | $6,975+11.0% | $10,762-28.1% | $5,651+37.0% |