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 | $110,864 | $77,634+42.8% | $156,549-29.2% | $62,891+76.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.49% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $6,883 | $3,444+99.9% | $5,501+25.1% | $2,281+201.8% |
| Participant deferral / active EE | $3,750 | $3,045+23.1% | $4,871-23.0% | $3,203+17.1% |
| Admin fee / account holder | $2,028 | $5,561-63.5% | $13,027-84.4% | $4,296-52.8% |