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 5-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 | $166,937 | $88,083+89.5% | $164,813+1.3% | $74,495+124.1% |
| Participation rate | 98.1% | 73.0%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 9.11% | 17.26%-8.2pp | 69.93%-60.8pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $11,254 | $2,593+334.0% | $4,341+159.3% | $2,623+329.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3,834 | $2,234+71.7% | $12,690-69.8% | $1,942+97.5% |