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 | $168,767 | $48,795+245.9% | $65,493+157.7% | $84,808+99.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.72% | 20.20%-9.5pp | 982.45%-971.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $10,393 | $1,930+438.6% | $2,574+303.7% | $2,631+295.0% |
| Participant deferral / active EE | $14,972 | $2,928+411.3% | $3,961+278.0% | $4,212+255.5% |
| Admin fee / account holder | $24,510 | $3,877+532.2% | $5,028+387.4% | $7,344+233.8% |