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 | $141,191 | $73,933+91.0% | $96,683+46.0% | $75,163+87.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.87% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $5,814 | $2,928+98.6% | $3,737+55.6% | $2,670+117.8% |
| Participant deferral / active EE | $4,973 | $3,659+35.9% | $4,878+1.9% | $4,125+20.5% |
| Admin fee / account holder | $51,891 | $5,216+894.8% | $6,730+671.1% | $5,651+818.3% |