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 | $169,690 | $80,717+110.2% | $154,803+9.6% | $84,808+100.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.72% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $7,704 | $2,761+179.0% | $4,305+78.9% | $2,631+192.8% |
| Participant deferral / active EE | $6,104 | $3,303+84.8% | $5,540+10.2% | $4,212+44.9% |
| Admin fee / account holder | $17,238 | $6,746+155.5% | $14,329+20.3% | $7,344+134.7% |