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 | $82,937 | $63,346+30.9% | $92,233-10.1% | $70,131+18.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.33% | 530.12%-521.8pp | 176.28%-167.9pp | 73.14%-64.8pp |
| Employer contribution / active EE | $3,505 | $2,471+41.8% | $3,679-4.7% | $2,342+49.6% |
| Participant deferral / active EE | $1,762 | $2,854-38.3% | $3,897-54.8% | $3,332-47.1% |
| Admin fee / account holder | $2,297 | $3,840-40.2% | $5,194-55.8% | $4,645-50.6% |