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 4-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 | $234,148 | $80,717+190.1% | $154,803+51.3% | $84,808+176.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.77% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $12,677 | $2,761+359.1% | $4,305+194.4% | $2,631+381.8% |
| Participant deferral / active EE | $6,889 | $3,303+108.6% | $5,540+24.3% | $4,212+63.6% |
| Admin fee / account holder | $41,210 | $6,746+510.9% | $14,329+187.6% | $7,344+461.2% |