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 8-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 | $176,422 | $117,841+49.7% | $102,423+72.2% | $145,922+20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.09% | 31.65%-23.6pp | 29.32%-21.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,322 | $3,615-63.4% | $3,023-56.3% | $4,660-71.6% |
| Participant deferral / active EE | $11,753 | $5,731+105.1% | $5,053+132.6% | $6,688+75.7% |
| Admin fee / account holder | $862 | $13,326-93.5% | $9,451-90.9% | $13,397-93.6% |