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 | $134,244 | $59,101+127.1% | $77,163+74.0% | $75,163+78.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.83% | 26.71%-13.9pp | 37.87%-25.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,659 | $1,995+33.3% | $2,535+4.9% | $2,670-0.4% |
| Participant deferral / active EE | $3,580 | $2,999+19.4% | $3,833-6.6% | $4,125-13.2% |
| Admin fee / account holder | $9,846 | $4,774+106.2% | $5,472+79.9% | $5,651+74.2% |