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 | $142,766 | $80,717+76.9% | $154,803-7.8% | $84,808+68.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.78% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $9,641 | $2,761+249.2% | $4,305+123.9% | $2,631+266.4% |
| Participant deferral / active EE | $4,635 | $3,303+40.3% | $5,540-16.3% | $4,212+10.1% |
| Admin fee / account holder | $8,361 | $6,746+23.9% | $14,329-41.6% | $7,344+13.9% |