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 | $142,784 | $83,477+71.0% | $125,175+14.1% | $72,985+95.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.06% | 25.78%-21.7pp | 43.79%-39.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $8,550 | $2,345+264.6% | $3,865+121.2% | $2,440+250.4% |
| Participant deferral / active EE | $10,823 | $3,585+201.9% | $4,937+119.2% | $3,607+200.0% |
| Admin fee / account holder | $4,838 | $5,517-12.3% | $9,702-50.1% | $5,124-5.6% |