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 | $128,425 | $80,717+59.1% | $154,803-17.0% | $84,808+51.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.59% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,185 | $2,761-20.9% | $4,305-49.2% | $2,631-16.9% |
| Participant deferral / active EE | $2,776 | $3,303-15.9% | $5,540-49.9% | $4,212-34.1% |
| Admin fee / account holder | $2,362 | $6,746-65.0% | $14,329-83.5% | $7,344-67.8% |