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 | $157,656 | $64,839+143.1% | $95,585+64.9% | $84,808+85.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 9.83% | -670.96%+680.8pp | 38.56%-28.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $4,231 | $1,759+140.6% | $2,527+67.5% | $2,631+60.8% |
| Participant deferral / active EE | $6,893 | $2,965+132.5% | $4,023+71.4% | $4,212+63.7% |
| Admin fee / account holder | $26,313 | $5,964+341.2% | $6,127+329.4% | $7,344+258.3% |