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 | $173,684 | $80,717+115.2% | $154,803+12.2% | $84,808+104.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.63% | 37.96%-25.3pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,712 | $2,761+106.8% | $4,305+32.7% | $2,631+117.1% |
| Participant deferral / active EE | $5,019 | $3,303+52.0% | $5,540-9.4% | $4,212+19.2% |
| Admin fee / account holder | $6,088 | $6,746-9.8% | $14,329-57.5% | $7,344-17.1% |