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 | $66,633 | $77,503-14.0% | $100,391-33.6% | $80,856-17.6% |
| Participation rate | 80.8% | 76.9%+3.8pp | 81.5%-0.7pp | 67.6%+13.1pp |
| Annual return | 11.54% | 37.20%-25.7pp | 49.20%-37.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $4,492 | $2,801+60.4% | $3,942+14.0% | $2,755+63.0% |
| Participant deferral / active EE | $11,200 | $6,820+64.2% | $8,082+38.6% | $4,296+160.7% |
| Admin fee / account holder | $34,252 | $5,897+480.8% | $7,899+333.6% | $6,918+395.1% |