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 | $180,838 | $109,881+64.6% | $150,045+20.5% | $84,808+113.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.73% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,871 | $3,561+8.7% | $4,693-17.5% | $2,631+47.1% |
| Participant deferral / active EE | $9,210 | $6,636+38.8% | $7,997+15.2% | $4,212+118.7% |
| Admin fee / account holder | $74,913 | $8,568+774.3% | $13,435+457.6% | $7,344+920.1% |