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 | $137,417 | $48,277+184.6% | $67,511+103.5% | $80,874+69.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.53% | 18.27%-7.7pp | 3517.41%-3506.9pp | 35.62%-25.1pp |
| Employer contribution / active EE | $9,509 | $2,021+370.5% | $2,733+248.0% | $2,756+245.1% |
| Participant deferral / active EE | $8,069 | $2,926+175.8% | $4,000+101.7% | $4,297+87.8% |
| Admin fee / account holder | $7,566 | $3,687+105.2% | $3,999+89.2% | $6,935+9.1% |