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 | $184,942 | $67,606+173.6% | $82,313+124.7% | $70,131+163.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.78% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $8,185 | $1,755+366.4% | $2,428+237.1% | $2,342+249.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,420 | $4,512+153.1% | $5,608+103.6% | $4,645+145.8% |