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 | $183,999 | $67,606+172.2% | $82,313+123.5% | $70,131+162.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 11.72% | 21.57%-9.8pp | 25.88%-14.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $7,353 | $1,755+319.0% | $2,428+202.8% | $2,342+213.9% |
| Participant deferral / active EE | $2,943 | $2,987-1.5% | $3,706-20.6% | $3,332-11.7% |
| Admin fee / account holder | $371 | $4,512-91.8% | $5,608-93.4% | $4,645-92.0% |