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 | $183,937 | $49,227+273.6% | $70,449+161.1% | $79,858+130.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.96% | 30.06%-24.1pp | 109.03%-103.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $10,516 | $2,099+401.0% | $2,737+284.3% | $2,471+325.6% |
| Participant deferral / active EE | $4,752 | $2,768+71.7% | $3,709+28.1% | $3,740+27.1% |
| Admin fee / account holder | $17,266 | $2,878+499.9% | $3,845+349.0% | $5,306+225.4% |