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 | $95,188 | $80,717+17.9% | $154,803-38.5% | $84,808+12.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.26% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $4,433 | $2,761+60.5% | $4,305+3.0% | $2,631+68.5% |
| Participant deferral / active EE | $4,602 | $3,303+39.3% | $5,540-16.9% | $4,212+9.3% |
| Admin fee / account holder | $2,005 | $6,746-70.3% | $14,329-86.0% | $7,344-72.7% |