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 | $100,634 | $63,346+58.9% | $92,233+9.1% | $70,131+43.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.74% | 530.12%-519.4pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,806 | $2,471+54.0% | $3,679+3.4% | $2,342+62.5% |
| Participant deferral / active EE | $4,252 | $2,854+49.0% | $3,897+9.1% | $3,332+27.6% |
| Admin fee / account holder | $5,556 | $3,840+44.7% | $5,194+7.0% | $4,645+19.6% |