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 | $104,593 | $99,985+4.6% | $146,665-28.7% | $85,850+21.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.13% | 18.93%-7.8pp | 22.74%-11.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $7,752 | $2,559+203.0% | $4,136+87.4% | $2,565+202.2% |
| Participant deferral / active EE | $6,244 | $4,006+55.9% | $5,506+13.4% | $3,952+58.0% |
| Admin fee / account holder | $1,828 | $7,702-76.3% | $10,280-82.2% | $6,260-70.8% |