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 | $181,442 | $91,552+98.2% | $133,956+35.4% | $79,858+127.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.61% | 61.85%-58.2pp | 45.09%-41.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $6,122 | $2,384+156.9% | $3,919+56.2% | $2,471+147.8% |
| Participant deferral / active EE | $3,132 | $3,733-16.1% | $5,048-38.0% | $3,740-16.3% |
| Admin fee / account holder | $9,177 | $6,321+45.2% | $8,927+2.8% | $5,306+72.9% |