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 | $112,419 | $60,892+84.6% | $82,389+36.4% | $84,808+32.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 8.70% | 37.29%-28.6pp | 28.67%-20.0pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,065 | $1,779-40.2% | $2,517-57.7% | $2,631-59.5% |
| Participant deferral / active EE | $4,286 | $3,179+34.9% | $4,155+3.2% | $4,212+1.8% |
| Admin fee / account holder | $10,398 | $5,467+90.2% | $7,231+43.8% | $7,344+41.6% |