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 | $129,032 | $95,416+35.2% | $185,823-30.6% | $85,850+50.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.65% | 23.59%-13.9pp | 122.05%-112.4pp | 318.53%-308.9pp |
| Employer contribution / active EE | $2,345 | $3,314-29.2% | $5,167-54.6% | $2,565-8.6% |
| Participant deferral / active EE | $5,167 | $3,423+50.9% | $5,568-7.2% | $3,952+30.8% |
| Admin fee / account holder | $62,934 | $7,213+772.5% | $16,237+287.6% | $6,260+905.4% |