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 | $86,902 | $78,422+10.8% | $95,952-9.4% | $79,858+8.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.80% | 19.37%-10.6pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,785 | $1,945+43.2% | $2,541+9.6% | $2,471+12.7% |
| Participant deferral / active EE | $4,405 | $3,440+28.0% | $4,167+5.7% | $3,740+17.8% |
| Admin fee / account holder | $11,223 | $5,622+99.6% | $6,795+65.2% | $5,306+111.5% |