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 | $170,563 | $80,968+110.7% | $96,544+76.7% | $75,163+126.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.92% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,582 | $2,282+100.8% | $2,965+54.5% | $2,670+71.6% |
| Participant deferral / active EE | $4,012 | $3,928+2.1% | $4,851-17.3% | $4,125-2.7% |
| Admin fee / account holder | $923 | $6,724-86.3% | $8,252-88.8% | $5,651-83.7% |