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 | $109,012 | $101,724+7.2% | $164,813-33.9% | $80,856+34.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.15% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.4pp |
| Employer contribution / active EE | $7,132 | $2,953+141.5% | $4,341+64.3% | $2,755+158.9% |
| Participant deferral / active EE | $10,083 | $4,477+125.2% | $6,031+67.2% | $4,296+134.7% |
| Admin fee / account holder | $4,986 | $8,227-39.4% | $12,690-60.7% | $6,918-27.9% |