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 | $123,376 | $81,460+51.5% | $103,333+19.4% | $80,856+52.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.90% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,014 | $3,105+29.3% | $3,868+3.8% | $2,755+45.7% |
| Participant deferral / active EE | $10,865 | $3,869+180.8% | $5,057+114.8% | $4,296+152.9% |
| Admin fee / account holder | $59,020 | $6,566+798.8% | $8,355+606.4% | $6,918+753.1% |