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 | $128,866 | $56,053+129.9% | $75,972+69.6% | $80,856+59.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.15% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,741 | $1,874+99.6% | $2,685+39.3% | $2,755+35.8% |
| Participant deferral / active EE | $4,929 | $3,052+61.5% | $4,255+15.8% | $4,296+14.7% |
| Admin fee / account holder | $2,177 | $5,234-58.4% | $6,467-66.3% | $6,918-68.5% |