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 | $156,467 | $81,248+92.6% | $155,509+0.6% | $80,856+93.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.79% | 33.31%-25.5pp | 64.67%-56.9pp | 35.59%-27.8pp |
| Employer contribution / active EE | $6,401 | $3,100+106.5% | $4,672+37.0% | $2,755+132.4% |
| Participant deferral / active EE | $3,223 | $3,452-6.6% | $5,626-42.7% | $4,296-25.0% |
| Admin fee / account holder | $13,566 | $7,997+69.6% | $15,912-14.7% | $6,918+96.1% |