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 | $153,452 | $80,717+90.1% | $154,803-0.9% | $84,808+80.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.43% | 37.96%-27.5pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $8,625 | $2,761+212.4% | $4,305+100.3% | $2,631+227.8% |
| Participant deferral / active EE | $1,225 | $3,303-62.9% | $5,540-77.9% | $4,212-70.9% |
| Admin fee / account holder | $4,331 | $6,746-35.8% | $14,329-69.8% | $7,344-41.0% |