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 | $249,775 | $86,929+187.3% | $102,423+143.9% | $80,856+208.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.31% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,787 | $2,369+17.6% | $3,023-7.8% | $2,755+1.2% |
| Participant deferral / active EE | $6,753 | $4,118+64.0% | $5,053+33.6% | $4,296+57.2% |
| Admin fee / account holder | $55,949 | $8,049+595.1% | $9,451+492.0% | $6,918+708.8% |