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 | $170,203 | $85,202+99.8% | $172,739-1.5% | $72,985+133.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.38% | 27.32%-11.9pp | 802.84%-787.5pp | 81.00%-65.6pp |
| Employer contribution / active EE | $7,057 | $3,324+112.3% | $5,143+37.2% | $2,440+189.2% |
| Participant deferral / active EE | $3,067 | $3,260-5.9% | $5,198-41.0% | $3,607-15.0% |
| Admin fee / account holder | $1,857 | $5,884-68.4% | $13,954-86.7% | $5,124-63.8% |