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 | $98,038 | $54,705+79.2% | $71,209+37.7% | $84,808+15.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.06% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,476 | $2,158+200.1% | $2,721+138.0% | $2,631+146.2% |
| Participant deferral / active EE | $9,607 | $3,030+217.0% | $4,175+130.1% | $4,212+128.1% |
| Admin fee / account holder | $12,685 | $4,863+160.8% | $5,349+137.1% | $7,344+72.7% |