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 | $123,975 | $46,553+166.3% | $64,056+93.5% | $75,163+64.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.99% | 26.03%-17.0pp | 33.69%-24.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $3,861 | $1,974+95.6% | $2,747+40.6% | $2,670+44.6% |
| Participant deferral / active EE | $5,231 | $2,837+84.4% | $3,880+34.8% | $4,125+26.8% |
| Admin fee / account holder | $2,267 | $2,952-23.2% | $3,068-26.1% | $5,651-59.9% |