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 | $160,748 | $117,841+36.4% | $102,423+56.9% | $145,922+10.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.11% | 31.65%-25.5pp | 29.32%-23.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $19,834 | $3,615+448.7% | $3,023+556.0% | $4,660+325.7% |
| Participant deferral / active EE | $12,145 | $5,731+111.9% | $5,053+140.4% | $6,688+81.6% |
| Admin fee / account holder | $85,949 | $13,326+545.0% | $9,451+809.4% | $13,397+541.6% |