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 | $131,138 | $80,717+62.5% | $154,803-15.3% | $84,808+54.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.54% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.4pp |
| Employer contribution / active EE | $5,376 | $2,761+94.7% | $4,305+24.9% | $2,631+104.3% |
| Participant deferral / active EE | $5,146 | $3,303+55.8% | $5,540-7.1% | $4,212+22.2% |
| Admin fee / account holder | $594 | $6,746-91.2% | $14,329-95.9% | $7,344-91.9% |