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 | $146,541 | $85,766+70.9% | $136,294+7.5% | $70,131+109.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.95% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,043 | $2,966-31.1% | $4,695-56.5% | $2,342-12.8% |
| Participant deferral / active EE | $7,157 | $5,051+41.7% | $6,247+14.6% | $3,332+114.8% |
| Admin fee / account holder | $1,579 | $5,420-70.9% | $9,243-82.9% | $4,645-66.0% |