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 | $154,495 | $48,230+220.3% | $67,502+128.9% | $80,856+91.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.96% | 18.28%-8.3pp | 3512.12%-3502.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $5,180 | $2,020+156.5% | $2,731+89.7% | $2,755+88.0% |
| Participant deferral / active EE | $829 | $2,924-71.7% | $4,000-79.3% | $4,296-80.7% |
| Admin fee / account holder | $8,796 | $3,681+138.9% | $3,998+120.0% | $6,918+27.1% |