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 | $105,328 | $56,897+85.1% | $84,750+24.3% | $62,891+67.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.48% | 6.30%-5.8pp | 22.78%-22.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $6,519 | $2,400+171.7% | $3,574+82.4% | $2,281+185.8% |
| Participant deferral / active EE | $7,642 | $2,709+182.1% | $3,712+105.9% | $3,203+138.6% |
| Admin fee / account holder | $10,638 | $3,581+197.1% | $5,332+99.5% | $4,296+147.6% |