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 9-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 | $144,228 | $83,477+72.8% | $125,175+15.2% | $72,985+97.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 5.06% | 25.78%-20.7pp | 43.79%-38.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $12,000 | $2,345+411.7% | $3,865+210.4% | $2,440+391.8% |
| Participant deferral / active EE | $2,394 | $3,585-33.2% | $4,937-51.5% | $3,607-33.6% |
| Admin fee / account holder | $1,053 | $5,517-80.9% | $9,702-89.1% | $5,124-79.5% |