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 | $193,603 | $95,803+102.1% | $113,168+71.1% | $84,808+128.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.43% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,917 | $2,360-18.8% | $2,975-35.6% | $2,631-27.1% |
| Participant deferral / active EE | $11,737 | $4,242+176.7% | $5,107+129.8% | $4,212+178.7% |
| Admin fee / account holder | $58,416 | $8,989+549.9% | $12,068+384.1% | $7,344+695.4% |