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 | $138,453 | $54,762+152.8% | $90,281+53.4% | $72,985+89.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.18% | 30.63%-30.5pp | 78.10%-77.9pp | 81.00%-80.8pp |
| Employer contribution / active EE | $4,742 | $2,092+126.6% | $2,854+66.1% | $2,440+94.3% |
| Participant deferral / active EE | $4,788 | $2,887+65.8% | $3,885+23.2% | $3,607+32.7% |
| Admin fee / account holder | $6,455 | $3,972+62.5% | $5,351+20.6% | $5,124+26.0% |