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 | $54,246 | $99,985-45.7% | $146,665-63.0% | $85,850-36.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 6.79% | 18.93%-12.1pp | 22.74%-16.0pp | 318.53%-311.7pp |
| Employer contribution / active EE | $8,294 | $2,559+224.2% | $4,136+100.5% | $2,565+223.3% |
| Participant deferral / active EE | $4,458 | $4,006+11.3% | $5,506-19.0% | $3,952+12.8% |
| Admin fee / account holder | $2,813 | $7,702-63.5% | $10,280-72.6% | $6,260-55.1% |