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 | $119,388 | $46,553+156.5% | $64,056+86.4% | $75,163+58.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.33% | 26.03%-19.7pp | 33.69%-27.4pp | 160.62%-154.3pp |
| Employer contribution / active EE | $4,589 | $1,974+132.5% | $2,747+67.1% | $2,670+71.9% |
| Participant deferral / active EE | $7,744 | $2,837+173.0% | $3,880+99.6% | $4,125+87.7% |
| Admin fee / account holder | $51,582 | $2,952+1647.3% | $3,068+1581.2% | $5,651+812.8% |