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 | $128,729 | $106,749+20.6% | $145,433-11.5% | $82,448+56.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 5.68% | 27.59%-21.9pp | 66.58%-60.9pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,759 | $3,444-48.9% | $4,554-61.4% | $2,551-31.1% |
| Participant deferral / active EE | $5,949 | $6,519-8.7% | $7,897-24.7% | $4,139+43.7% |
| Admin fee / account holder | $99,797 | $8,390+1089.5% | $13,129+660.1% | $7,234+1279.5% |