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 | $131,894 | $72,492+81.9% | $87,100+51.4% | $72,985+80.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.40% | 24.46%-11.1pp | 28.19%-14.8pp | 81.00%-67.6pp |
| Employer contribution / active EE | $5,032 | $1,894+165.7% | $2,521+99.6% | $2,440+106.3% |
| Participant deferral / active EE | $4,834 | $3,270+47.8% | $4,049+19.4% | $3,607+34.0% |
| Admin fee / account holder | $1,021 | $5,055-79.8% | $7,497-86.4% | $5,124-80.1% |