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 | $111,842 | $77,634+44.1% | $156,549-28.6% | $62,891+77.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.78% | 50.32%-47.5pp | 32.23%-29.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $6,121 | $3,444+77.8% | $5,501+11.3% | $2,281+168.4% |
| Participant deferral / active EE | $4,109 | $3,045+34.9% | $4,871-15.6% | $3,203+28.3% |
| Admin fee / account holder | $9,825 | $5,561+76.7% | $13,027-24.6% | $4,296+128.7% |