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 | $133,192 | $74,927+77.8% | $101,794+30.8% | $84,808+57.1% |
| Participation rate | 94.6% | 61.4%+33.2pp | 69.2%+25.4pp | 68.3%+26.3pp |
| Annual return | 3.97% | 18.70%-14.7pp | 30.53%-26.6pp | 40.90%-36.9pp |
| Employer contribution / active EE | $4,730 | $1,522+210.8% | $2,289+106.6% | $2,631+79.8% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,004 | $6,514-84.6% | $8,777-88.6% | $7,344-86.3% |