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 | $119,496 | $106,749+11.9% | $145,433-17.8% | $82,448+44.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.13% | 27.59%-13.5pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,019 | $3,444+45.7% | $4,554+10.2% | $2,551+96.8% |
| Participant deferral / active EE | $11,233 | $6,519+72.3% | $7,897+42.2% | $4,139+171.4% |
| Admin fee / account holder | $32,224 | $8,390+284.1% | $13,129+145.4% | $7,234+345.4% |