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 | $176,889 | $48,046+268.2% | $84,611+109.1% | $72,985+142.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 5.95% | 37.38%-31.4pp | 258.74%-252.8pp | 81.00%-75.1pp |
| Employer contribution / active EE | $11,165 | $1,602+597.0% | $2,652+321.0% | $2,440+357.6% |
| Participant deferral / active EE | $3,786 | $2,680+41.2% | $3,899-2.9% | $3,607+4.9% |
| Admin fee / account holder | $20,742 | $3,395+511.0% | $4,912+322.2% | $5,124+304.8% |