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 | $83,805 | $54,762+53.0% | $90,281-7.2% | $72,985+14.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.84% | 30.63%-16.8pp | 78.10%-64.3pp | 81.00%-67.2pp |
| Employer contribution / active EE | $5,467 | $2,092+161.3% | $2,854+91.5% | $2,440+124.1% |
| Participant deferral / active EE | $3,916 | $2,887+35.6% | $3,885+0.8% | $3,607+8.5% |
| Admin fee / account holder | $3,104 | $3,972-21.8% | $5,351-42.0% | $5,124-39.4% |