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 | $118,895 | $80,717+47.3% | $154,803-23.2% | $84,808+40.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.14% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $4,428 | $2,761+60.4% | $4,305+2.8% | $2,631+68.3% |
| Participant deferral / active EE | $4,551 | $3,303+37.8% | $5,540-17.9% | $4,212+8.1% |
| Admin fee / account holder | $69,752 | $6,746+934.0% | $14,329+386.8% | $7,344+849.8% |