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 | $149,725 | $80,717+85.5% | $154,803-3.3% | $84,808+76.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 4.70% | 37.96%-33.3pp | 58.88%-54.2pp | 40.90%-36.2pp |
| Employer contribution / active EE | $8,550 | $2,761+209.6% | $4,305+98.6% | $2,631+225.0% |
| Participant deferral / active EE | $6,905 | $3,303+109.0% | $5,540+24.6% | $4,212+63.9% |
| Admin fee / account holder | $1,844 | $6,746-72.7% | $14,329-87.1% | $7,344-74.9% |