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 | $162,599 | $89,355+82.0% | $141,162+15.2% | $72,985+122.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.62% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $9,009 | $3,114+189.3% | $4,735+90.3% | $2,440+269.2% |
| Participant deferral / active EE | $7,983 | $5,418+47.3% | $6,709+19.0% | $3,607+121.3% |
| Admin fee / account holder | $7,011 | $5,958+17.7% | $10,261-31.7% | $5,124+36.8% |