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 | $134,848 | $83,477+61.5% | $125,175+7.7% | $72,985+84.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.10% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $4,517 | $2,345+92.6% | $3,865+16.9% | $2,440+85.1% |
| Participant deferral / active EE | $7,993 | $3,585+122.9% | $4,937+61.9% | $3,607+121.6% |
| Admin fee / account holder | $883 | $5,517-84.0% | $9,702-90.9% | $5,124-82.8% |