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 | $158,431 | $93,571+69.3% | $135,903+16.6% | $75,163+110.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.73% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $8,846 | $3,537+150.1% | $4,856+82.2% | $2,670+231.3% |
| Participant deferral / active EE | $11,133 | $6,404+73.8% | $7,758+43.5% | $4,125+169.9% |
| Admin fee / account holder | $29,942 | $6,975+329.2% | $10,762+178.2% | $5,651+429.9% |