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 | $148,918 | $89,355+66.7% | $141,162+5.5% | $72,985+104.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.62% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $946 | $3,114-69.6% | $4,735-80.0% | $2,440-61.2% |
| Participant deferral / active EE | $3,056 | $5,418-43.6% | $6,709-54.4% | $3,607-15.3% |
| Admin fee / account holder | $1,857 | $5,958-68.8% | $10,261-81.9% | $5,124-63.8% |