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 | $175,469 | $95,416+83.9% | $185,823-5.6% | $85,850+104.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 4.05% | 23.59%-19.5pp | 122.05%-118.0pp | 318.53%-314.5pp |
| Employer contribution / active EE | $6,785 | $3,314+104.8% | $5,167+31.3% | $2,565+164.5% |
| Participant deferral / active EE | $5,268 | $3,423+53.9% | $5,568-5.4% | $3,952+33.3% |
| Admin fee / account holder | $90,436 | $7,213+1153.8% | $16,237+457.0% | $6,260+1344.7% |