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 | $83,539 | $78,926+5.8% | $136,749-38.9% | $84,808-1.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.80% | 18.17%-6.4pp | 24.33%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,561 | $2,134+160.6% | $3,400+63.6% | $2,631+111.4% |
| Participant deferral / active EE | $6,336 | $3,168+100.0% | $4,692+35.0% | $4,212+50.4% |
| Admin fee / account holder | $15,512 | $6,369+143.5% | $11,386+36.2% | $7,344+111.2% |