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 | $169,211 | $95,416+77.3% | $185,823-8.9% | $85,850+97.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.85% | 23.59%-14.7pp | 122.05%-113.2pp | 318.53%-309.7pp |
| Employer contribution / active EE | $5,678 | $3,314+71.4% | $5,167+9.9% | $2,565+121.4% |
| Participant deferral / active EE | $5,345 | $3,423+56.1% | $5,568-4.0% | $3,952+35.3% |
| Admin fee / account holder | $57,740 | $7,213+700.5% | $16,237+255.6% | $6,260+822.4% |