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 | $123,702 | $60,022+106.1% | $88,946+39.1% | $84,808+45.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.39% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,184 | $1,703+28.3% | $2,555-14.5% | $2,631-17.0% |
| Participant deferral / active EE | $7,652 | $3,114+145.7% | $4,581+67.0% | $4,212+81.7% |
| Admin fee / account holder | $4,930 | $4,811+2.5% | $8,261-40.3% | $7,344-32.9% |