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 | $78,356 | $69,977+12.0% | $108,579-27.8% | $62,891+24.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.10% | 10.73%-8.6pp | -51.70%+53.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $7,034 | $2,135+229.5% | $3,758+87.2% | $2,281+208.4% |
| Participant deferral / active EE | $4,280 | $3,165+35.2% | $4,311-0.7% | $3,203+33.6% |
| Admin fee / account holder | $60,231 | $5,076+1086.5% | $7,645+687.9% | $4,296+1302.2% |