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 | $159,967 | $109,881+45.6% | $150,045+6.6% | $84,808+88.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.48% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,843 | $3,561-20.2% | $4,693-39.4% | $2,631+8.1% |
| Participant deferral / active EE | $6,691 | $6,636+0.8% | $7,997-16.3% | $4,212+58.9% |
| Admin fee / account holder | $53,590 | $8,568+525.5% | $13,435+298.9% | $7,344+629.7% |