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 | $75,333 | $70,475+6.9% | $100,516-25.1% | $79,858-5.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 10.51% | 21.90%-11.4pp | 30.89%-20.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,765 | $2,165-18.5% | $3,418-48.4% | $2,471-28.6% |
| Participant deferral / active EE | $8,547 | $5,181+65.0% | $6,270+36.3% | $3,740+128.5% |
| Admin fee / account holder | $13,346 | $4,478+198.0% | $8,081+65.2% | $5,306+151.5% |