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 | $134,549 | $89,355+50.6% | $141,162-4.7% | $72,985+84.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.83% | 111.85%-97.0pp | 71.39%-56.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,425 | $3,114-22.1% | $4,735-48.8% | $2,440-0.6% |
| Participant deferral / active EE | $4,551 | $5,418-16.0% | $6,709-32.2% | $3,607+26.1% |
| Admin fee / account holder | $35,693 | $5,958+499.1% | $10,261+247.8% | $5,124+596.5% |