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 | $156,548 | $89,355+75.2% | $141,162+10.9% | $72,985+114.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.34% | 111.85%-95.5pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $3,902 | $3,114+25.3% | $4,735-17.6% | $2,440+59.9% |
| Participant deferral / active EE | $3,089 | $5,418-43.0% | $6,709-54.0% | $3,607-14.4% |
| Admin fee / account holder | $12,263 | $5,958+105.8% | $10,261+19.5% | $5,124+139.3% |