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 | $92,728 | $64,348+44.1% | $90,160+2.8% | $70,131+32.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.59% | 28.13%-15.5pp | 34.88%-22.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $467 | $2,046-77.2% | $3,318-85.9% | $2,342-80.1% |
| Participant deferral / active EE | $4,490 | $4,389+2.3% | $5,288-15.1% | $3,332+34.8% |
| Admin fee / account holder | $579 | $3,944-85.3% | $5,943-90.3% | $4,645-87.5% |