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 | $119,543 | $87,733+36.3% | $106,548+12.2% | $85,850+39.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.42% | 21.86%-11.4pp | 26.80%-16.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,503 | $2,073+69.0% | $2,819+24.3% | $2,565+36.6% |
| Participant deferral / active EE | $6,593 | $3,469+90.0% | $4,398+49.9% | $3,952+66.8% |
| Admin fee / account holder | $12,740 | $6,767+88.3% | $7,407+72.0% | $6,260+103.5% |