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 | $148,555 | $108,825+36.5% | $156,181-4.9% | $82,448+80.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.31% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $10,133 | $2,870+253.1% | $4,294+136.0% | $2,551+297.2% |
| Participant deferral / active EE | $4,631 | $4,577+1.2% | $6,132-24.5% | $4,139+11.9% |
| Admin fee / account holder | $4,832 | $9,341-48.3% | $14,586-66.9% | $7,234-33.2% |