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 | $114,812 | $81,460+40.9% | $103,333+11.1% | $80,856+42.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.04% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,786 | $3,105-42.5% | $3,868-53.8% | $2,755-35.2% |
| Participant deferral / active EE | $4,656 | $3,869+20.4% | $5,057-7.9% | $4,296+8.4% |
| Admin fee / account holder | $49,910 | $6,566+660.1% | $8,355+497.4% | $6,918+621.5% |