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 | $203,431 | $60,022+238.9% | $88,946+128.7% | $84,808+139.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 10.91% | 22.43%-11.5pp | 57.82%-46.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,657 | $1,703+173.5% | $2,555+82.3% | $2,631+77.0% |
| Participant deferral / active EE | $6,703 | $3,114+115.3% | $4,581+46.3% | $4,212+59.2% |
| Admin fee / account holder | $15,883 | $4,811+230.1% | $8,261+92.3% | $7,344+116.3% |