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 | $121,082 | $73,933+63.8% | $96,683+25.2% | $75,163+61.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.53% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $10,727 | $2,928+266.4% | $3,737+187.1% | $2,670+301.8% |
| Participant deferral / active EE | $3,967 | $3,659+8.4% | $4,878-18.7% | $4,125-3.8% |
| Admin fee / account holder | $6,145 | $5,216+17.8% | $6,730-8.7% | $5,651+8.7% |