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 | $109,824 | $78,705+39.5% | $117,854-6.8% | $70,131+56.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.29% | 23.30%-16.0pp | 335.08%-327.8pp | 73.14%-65.9pp |
| Employer contribution / active EE | $3,459 | $2,223+55.6% | $3,786-8.6% | $2,342+47.6% |
| Participant deferral / active EE | $3,951 | $3,297+19.8% | $4,482-11.8% | $3,332+18.6% |
| Admin fee / account holder | $5,887 | $5,065+16.2% | $8,020-26.6% | $4,645+26.7% |