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 | $181,783 | $80,717+125.2% | $154,803+17.4% | $84,808+114.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.40% | 37.96%-29.6pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $6,570 | $2,761+137.9% | $4,305+52.6% | $2,631+149.7% |
| Participant deferral / active EE | $4,544 | $3,303+37.6% | $5,540-18.0% | $4,212+7.9% |
| Admin fee / account holder | $521 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |