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 | $201,935 | $95,453+111.6% | $112,040+80.2% | $82,448+144.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.29% | 23.92%-18.6pp | 24.52%-19.2pp | 41.64%-36.3pp |
| Employer contribution / active EE | $5,159 | $2,318+122.6% | $2,954+74.7% | $2,551+102.3% |
| Participant deferral / active EE | $6,928 | $4,224+64.0% | $5,098+35.9% | $4,139+67.4% |
| Admin fee / account holder | $151,297 | $9,013+1578.6% | $12,098+1150.6% | $7,234+1991.4% |