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 | $182,264 | $80,717+125.8% | $154,803+17.7% | $84,808+114.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.13% | 37.96%-27.8pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,833 | $2,761+38.8% | $4,305-11.0% | $2,631+45.7% |
| Participant deferral / active EE | $6,959 | $3,303+110.7% | $5,540+25.6% | $4,212+65.2% |
| Admin fee / account holder | $1,570 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |