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 | $122,024 | $89,753+36.0% | $107,525+13.5% | $84,808+43.9% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 12.48% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $7,737 | $3,113+148.5% | $3,754+106.1% | $2,631+194.1% |
| Participant deferral / active EE | $8,840 | $4,056+117.9% | $5,116+72.8% | $4,212+109.9% |
| Admin fee / account holder | $29,915 | $7,222+314.2% | $8,919+235.4% | $7,344+307.3% |