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 | $223,931 | $95,803+133.7% | $113,168+97.9% | $84,808+164.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 3.68% | 25.00%-21.3pp | 24.27%-20.6pp | 40.90%-37.2pp |
| Employer contribution / active EE | $4,850 | $2,360+105.5% | $2,975+63.0% | $2,631+84.3% |
| Participant deferral / active EE | $8,301 | $4,242+95.7% | $5,107+62.5% | $4,212+97.1% |
| Admin fee / account holder | $36,860 | $8,989+310.1% | $12,068+205.4% | $7,344+401.9% |