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 | $177,888 | $118,450+50.2% | $98,439+80.7% | $139,434+27.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.24% | 18.94%-15.7pp | 21.16%-17.9pp | 372.94%-369.7pp |
| Employer contribution / active EE | $13,275 | $3,609+267.8% | $3,048+335.5% | $4,751+179.4% |
| Participant deferral / active EE | $6,917 | $5,392+28.3% | $4,738+46.0% | $6,710+3.1% |
| Admin fee / account holder | $9,828 | $14,026-29.9% | $8,948+9.8% | $11,403-13.8% |