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 | $86,371 | $98,750-12.5% | $149,696-42.3% | $79,858+8.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.25% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,583 | $3,216-50.8% | $4,644-65.9% | $2,471-35.9% |
| Participant deferral / active EE | $5,752 | $5,680+1.3% | $6,842-15.9% | $3,740+53.8% |
| Admin fee / account holder | $16,197 | $6,053+167.6% | $9,309+74.0% | $5,306+205.3% |