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 | $174,960 | $86,929+101.3% | $102,423+70.8% | $80,856+116.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.23% | 18.88%-13.7pp | 29.32%-24.1pp | 35.59%-30.4pp |
| Employer contribution / active EE | $8,321 | $2,369+251.2% | $3,023+175.2% | $2,755+202.0% |
| Participant deferral / active EE | $7,707 | $4,118+87.1% | $5,053+52.5% | $4,296+79.4% |
| Admin fee / account holder | $1,676 | $8,049-79.2% | $9,451-82.3% | $6,918-75.8% |