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 | $188,840 | $73,981+155.3% | $105,722+78.6% | $62,891+200.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 1.45% | 17.60%-16.2pp | 12.25%-10.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $3,687 | $2,856+29.1% | $4,079-9.6% | $2,281+61.7% |
| Participant deferral / active EE | $7,456 | $4,038+84.6% | $5,326+40.0% | $3,203+132.8% |
| Admin fee / account holder | $9,976 | $5,976+66.9% | $8,308+20.1% | $4,296+132.2% |