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 | $185,005 | $70,475+162.5% | $100,516+84.1% | $79,858+131.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 9.24% | 21.90%-12.7pp | 30.89%-21.6pp | 31.71%-22.5pp |
| Employer contribution / active EE | $873 | $2,165-59.7% | $3,418-74.5% | $2,471-64.7% |
| Participant deferral / active EE | $8,051 | $5,181+55.4% | $6,270+28.4% | $3,740+115.3% |
| Admin fee / account holder | $42,246 | $4,478+843.3% | $8,081+422.8% | $5,306+696.2% |