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 9-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 | $151,411 | $46,553+225.2% | $64,056+136.4% | $75,163+101.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.28% | 26.03%-14.8pp | 33.69%-22.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $12,462 | $1,974+531.4% | $2,747+353.7% | $2,670+366.8% |
| Participant deferral / active EE | $10,679 | $2,837+276.5% | $3,880+175.2% | $4,125+158.9% |
| Admin fee / account holder | $13,650 | $2,952+362.4% | $3,068+344.9% | $5,651+141.6% |