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 | $153,889 | $46,553+230.6% | $64,056+140.2% | $75,163+104.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 7.79% | 26.03%-18.2pp | 33.69%-25.9pp | 160.62%-152.8pp |
| Employer contribution / active EE | $2,136 | $1,974+8.2% | $2,747-22.2% | $2,670-20.0% |
| Participant deferral / active EE | $5,710 | $2,837+101.3% | $3,880+47.2% | $4,125+38.4% |
| Admin fee / account holder | $12,605 | $2,952+327.0% | $3,068+310.8% | $5,651+123.1% |