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 | $60,303 | $47,848+26.0% | $81,478-26.0% | $70,131-14.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.93% | 27.25%-14.3pp | 38.78%-25.8pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,945 | $1,527+92.8% | $2,568+14.7% | $2,342+25.7% |
| Participant deferral / active EE | $3,264 | $2,453+33.0% | $3,537-7.7% | $3,332-2.0% |
| Admin fee / account holder | $4,290 | $3,145+36.4% | $4,561-5.9% | $4,645-7.6% |