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 | $173,230 | $54,541+217.6% | $78,778+119.9% | $70,131+147.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.97% | 21.07%-9.1pp | 35.62%-23.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,573 | $1,089+44.5% | $1,986-20.8% | $2,342-32.9% |
| Participant deferral / active EE | $4,696 | $2,210+112.5% | $2,958+58.7% | $3,332+41.0% |
| Admin fee / account holder | $575 | $3,709-84.5% | $5,134-88.8% | $4,645-87.6% |