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 | $112,557 | $83,477+34.8% | $125,175-10.1% | $72,985+54.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 8.59% | 25.78%-17.2pp | 43.79%-35.2pp | 81.00%-72.4pp |
| Employer contribution / active EE | $3,605 | $2,345+53.7% | $3,865-6.7% | $2,440+47.8% |
| Participant deferral / active EE | $4,198 | $3,585+17.1% | $4,937-15.0% | $3,607+16.4% |
| Admin fee / account holder | $974 | $5,517-82.4% | $9,702-90.0% | $5,124-81.0% |