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 | $174,587 | $83,477+109.1% | $125,175+39.5% | $72,985+139.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 2.86% | 25.78%-22.9pp | 43.79%-40.9pp | 81.00%-78.1pp |
| Employer contribution / active EE | $8,750 | $2,345+273.1% | $3,865+126.4% | $2,440+258.6% |
| Participant deferral / active EE | $8,721 | $3,585+143.2% | $4,937+76.7% | $3,607+141.8% |
| Admin fee / account holder | $6,322 | $5,517+14.6% | $9,702-34.8% | $5,124+23.4% |