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 | $148,935 | $88,672+68.0% | $105,223+41.5% | $82,448+80.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.98% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,676 | $3,048+20.6% | $3,689-0.3% | $2,551+44.1% |
| Participant deferral / active EE | $7,984 | $4,036+97.8% | $5,072+57.4% | $4,139+92.9% |
| Admin fee / account holder | $6,099 | $7,146-14.7% | $8,859-31.2% | $7,234-15.7% |