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 | $142,031 | $76,552+85.5% | $123,892+14.6% | $62,891+125.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.62% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $3,644 | $2,883+26.4% | $4,617-21.1% | $2,281+59.8% |
| Participant deferral / active EE | $8,222 | $4,840+69.9% | $5,984+37.4% | $3,203+156.7% |
| Admin fee / account holder | $2,301 | $4,826-52.3% | $8,357-72.5% | $4,296-46.4% |