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 | $100,881 | $48,046+110.0% | $84,611+19.2% | $72,985+38.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 5.05% | 37.38%-32.3pp | 258.74%-253.7pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,274 | $1,602+42.0% | $2,652-14.2% | $2,440-6.8% |
| Participant deferral / active EE | $4,232 | $2,680+57.9% | $3,899+8.5% | $3,607+17.3% |
| Admin fee / account holder | $1,572 | $3,395-53.7% | $4,912-68.0% | $5,124-69.3% |