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 | $143,333 | $72,492+97.7% | $87,100+64.6% | $72,985+96.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.74% | 24.46%-18.7pp | 28.19%-22.4pp | 81.00%-75.3pp |
| Employer contribution / active EE | $2,325 | $1,894+22.8% | $2,521-7.8% | $2,440-4.7% |
| Participant deferral / active EE | $4,373 | $3,270+33.8% | $4,049+8.0% | $3,607+21.2% |
| Admin fee / account holder | $939 | $5,055-81.4% | $7,497-87.5% | $5,124-81.7% |