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 | $149,779 | $95,416+57.0% | $185,823-19.4% | $85,850+74.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.98% | 23.59%-15.6pp | 122.05%-114.1pp | 318.53%-310.6pp |
| Employer contribution / active EE | $3,141 | $3,314-5.2% | $5,167-39.2% | $2,565+22.5% |
| Participant deferral / active EE | $4,153 | $3,423+21.3% | $5,568-25.4% | $3,952+5.1% |
| Admin fee / account holder | $15,279 | $7,213+111.8% | $16,237-5.9% | $6,260+144.1% |