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 | $181,108 | $85,202+112.6% | $172,739+4.8% | $72,985+148.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.22% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $10,530 | $3,324+216.8% | $5,143+104.8% | $2,440+331.6% |
| Participant deferral / active EE | $2,498 | $3,260-23.4% | $5,198-51.9% | $3,607-30.8% |
| Admin fee / account holder | $54,611 | $5,884+828.1% | $13,954+291.4% | $5,124+965.7% |