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 | $102,764 | $89,355+15.0% | $141,162-27.2% | $72,985+40.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.98% | 111.85%-98.9pp | 71.39%-58.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $3,250 | $3,114+4.4% | $4,735-31.4% | $2,440+33.2% |
| Participant deferral / active EE | $4,276 | $5,418-21.1% | $6,709-36.3% | $3,607+18.5% |
| Admin fee / account holder | $1,645 | $5,958-72.4% | $10,261-84.0% | $5,124-67.9% |