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 | $117,122 | $89,355+31.1% | $141,162-17.0% | $72,985+60.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.37% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,053 | $3,114-66.2% | $4,735-77.8% | $2,440-56.8% |
| Participant deferral / active EE | $8,373 | $5,418+54.5% | $6,709+24.8% | $3,607+132.1% |
| Admin fee / account holder | $13,382 | $5,958+124.6% | $10,261+30.4% | $5,124+161.2% |