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 | $152,178 | $89,753+69.6% | $107,525+41.5% | $84,808+79.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.00% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,516 | $3,113-51.3% | $3,754-59.6% | $2,631-42.4% |
| Participant deferral / active EE | $5,659 | $4,056+39.5% | $5,116+10.6% | $4,212+34.4% |
| Admin fee / account holder | $18,882 | $7,222+161.4% | $8,919+111.7% | $7,344+157.1% |