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 | $98,350 | $81,248+21.0% | $155,509-36.8% | $80,856+21.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.89% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,711 | $3,100-12.6% | $4,672-42.0% | $2,755-1.6% |
| Participant deferral / active EE | $5,428 | $3,452+57.3% | $5,626-3.5% | $4,296+26.4% |
| Admin fee / account holder | $3,415 | $7,997-57.3% | $15,912-78.5% | $6,918-50.6% |