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 | $168,797 | $80,717+109.1% | $154,803+9.0% | $84,808+99.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 6.63% | 37.96%-31.3pp | 58.88%-52.2pp | 40.90%-34.3pp |
| Employer contribution / active EE | $7,445 | $2,761+169.6% | $4,305+72.9% | $2,631+183.0% |
| Participant deferral / active EE | $4,558 | $3,303+38.0% | $5,540-17.7% | $4,212+8.2% |
| Admin fee / account holder | $234,465 | $6,746+3375.8% | $14,329+1536.3% | $7,344+3092.7% |