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 | $143,261 | $72,492+97.6% | $87,100+64.5% | $72,985+96.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.83% | 24.46%-21.6pp | 28.19%-25.4pp | 81.00%-78.2pp |
| Employer contribution / active EE | $12,588 | $1,894+564.7% | $2,521+399.3% | $2,440+415.9% |
| Participant deferral / active EE | $4,530 | $3,270+38.6% | $4,049+11.9% | $3,607+25.6% |
| Admin fee / account holder | $1,741 | $5,055-65.6% | $7,497-76.8% | $5,124-66.0% |