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 | $138,044 | $85,202+62.0% | $172,739-20.1% | $72,985+89.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.33% | 27.32%-22.0pp | 802.84%-797.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,940 | $3,324-41.7% | $5,143-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $3,537 | $3,260+8.5% | $5,198-32.0% | $3,607-2.0% |
| Admin fee / account holder | $23,123 | $5,884+293.0% | $13,954+65.7% | $5,124+351.2% |