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 | $95,917 | $70,250+36.5% | $386,318-75.2% | $116,875-17.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 74.5%+25.5pp |
| Annual return | 13.23% | 17.57%-4.3pp | -2.64%+15.9pp | 16.29%-3.1pp |
| Employer contribution / active EE | $10,523 | $2,512+318.9% | $4,025+161.4% | $3,288+220.1% |
| Participant deferral / active EE | $0 | $3,180-100.0% | $3,524-100.0% | $3,885-100.0% |
| Admin fee / account holder | $3,938 | $7,267-45.8% | $16,179-75.7% | $12,263-67.9% |