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 | $133,867 | $48,230+177.6% | $67,502+98.3% | $80,856+65.6% |
| Participation rate | 96.4% | 66.4%+30.1pp | 72.9%+23.6pp | 67.6%+28.8pp |
| Annual return | 10.46% | 18.28%-7.8pp | 3512.12%-3501.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $12,712 | $2,020+529.4% | $2,731+365.5% | $2,755+361.4% |
| Participant deferral / active EE | $12,669 | $2,924+333.3% | $4,000+216.7% | $4,296+194.9% |
| Admin fee / account holder | $19,852 | $3,681+439.3% | $3,998+396.6% | $6,918+187.0% |