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 | $181,813 | $48,230+277.0% | $67,502+169.3% | $80,856+124.9% |
| Participation rate | 95.2% | 66.4%+28.8pp | 72.9%+22.3pp | 67.6%+27.5pp |
| Annual return | 10.02% | 18.28%-8.3pp | 3512.12%-3502.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $12,203 | $2,020+504.2% | $2,731+346.8% | $2,755+343.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,221 | $3,681+14.7% | $3,998+5.6% | $6,918-39.0% |