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 | $111,227 | $76,367+45.6% | $93,606+18.8% | $72,985+52.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 12.43% | 25.82%-13.4pp | 32.76%-20.3pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,932 | $2,275-15.1% | $2,718-28.9% | $2,440-20.8% |
| Participant deferral / active EE | $6,430 | $3,538+81.7% | $4,069+58.0% | $3,607+78.2% |
| Admin fee / account holder | $29,818 | $6,838+336.1% | $7,888+278.0% | $5,124+481.9% |