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 | $78,704 | $72,277+8.9% | $101,248-22.3% | $79,858-1.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.13% | 22.30%-19.2pp | 46.47%-43.3pp | 31.71%-28.6pp |
| Employer contribution / active EE | $7,298 | $2,692+171.1% | $3,660+99.4% | $2,471+195.4% |
| Participant deferral / active EE | $4,894 | $3,282+49.1% | $4,370+12.0% | $3,740+30.8% |
| Admin fee / account holder | $8,653 | $4,400+96.6% | $5,945+45.5% | $5,306+63.1% |