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 | $133,287 | $93,571+42.4% | $135,903-1.9% | $75,163+77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.26% | 30.90%-19.6pp | 68.23%-57.0pp | 160.62%-149.4pp |
| Employer contribution / active EE | $9,023 | $3,537+155.1% | $4,856+85.8% | $2,670+238.0% |
| Participant deferral / active EE | $6,641 | $6,404+3.7% | $7,758-14.4% | $4,125+61.0% |
| Admin fee / account holder | $2,921 | $6,975-58.1% | $10,762-72.9% | $5,651-48.3% |