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 | $60,411 | $46,553+29.8% | $64,056-5.7% | $75,163-19.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.00% | 26.03%-16.0pp | 33.69%-23.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $4,377 | $1,974+121.7% | $2,747+59.4% | $2,670+63.9% |
| Participant deferral / active EE | $5,368 | $2,837+89.2% | $3,880+38.3% | $4,125+30.1% |
| Admin fee / account holder | $8,861 | $2,952+200.2% | $3,068+188.8% | $5,651+56.8% |