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 | $154,385 | $89,355+72.8% | $141,162+9.4% | $72,985+111.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.72% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $8,701 | $3,114+179.4% | $4,735+83.8% | $2,440+256.6% |
| Participant deferral / active EE | $10,539 | $5,418+94.5% | $6,709+57.1% | $3,607+192.1% |
| Admin fee / account holder | $46,123 | $5,958+674.1% | $10,261+349.5% | $5,124+800.1% |