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 | $130,476 | $76,407+70.8% | $150,298-13.2% | $82,448+58.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.16% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,678 | $2,614+40.7% | $4,154-11.5% | $2,551+44.2% |
| Participant deferral / active EE | $6,481 | $3,214+101.6% | $5,453+18.9% | $4,139+56.6% |
| Admin fee / account holder | $24,652 | $6,352+288.1% | $14,116+74.6% | $7,234+240.8% |