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 | $169,766 | $77,634+118.7% | $156,549+8.4% | $62,891+169.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.24% | 50.32%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $3,597 | $3,444+4.4% | $5,501-34.6% | $2,281+57.7% |
| Participant deferral / active EE | $1,732 | $3,045-43.1% | $4,871-64.4% | $3,203-45.9% |
| Admin fee / account holder | $15,121 | $5,561+171.9% | $13,027+16.1% | $4,296+252.0% |