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 | $185,965 | $70,669+163.1% | $169,368+9.8% | $75,163+147.4% |
| Participation rate | 98.9% | 64.8%+34.1pp | 77.1%+21.8pp | 67.2%+31.7pp |
| Annual return | 4.14% | 36.36%-32.2pp | 405.60%-401.5pp | 160.62%-156.5pp |
| Employer contribution / active EE | $6,767 | $2,211+206.1% | $4,013+68.6% | $2,670+153.5% |
| Participant deferral / active EE | $6,226 | $4,311+44.4% | $6,221+0.1% | $4,125+50.9% |
| Admin fee / account holder | $614 | $5,402-88.6% | $9,003-93.2% | $5,651-89.1% |