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 | $128,940 | $101,724+26.8% | $164,813-21.8% | $80,856+59.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 6.74% | 16.72%-10.0pp | 69.93%-63.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $4,101 | $2,953+38.9% | $4,341-5.5% | $2,755+48.9% |
| Participant deferral / active EE | $6,528 | $4,477+45.8% | $6,031+8.2% | $4,296+52.0% |
| Admin fee / account holder | $7,456 | $8,227-9.4% | $12,690-41.2% | $6,918+7.8% |