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 | $176,536 | $56,054+214.9% | $171,082+3.2% | $62,891+180.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.56% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $7,207 | $1,731+316.4% | $4,002+80.1% | $2,281+216.0% |
| Participant deferral / active EE | $9,016 | $3,158+185.5% | $4,797+87.9% | $3,203+181.5% |
| Admin fee / account holder | $506 | $3,647-86.1% | $8,520-94.1% | $4,296-88.2% |