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 | $99,400 | $89,753+10.7% | $107,525-7.6% | $84,808+17.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.77% | 29.48%-19.7pp | 181.32%-171.6pp | 40.90%-31.1pp |
| Employer contribution / active EE | $6,199 | $3,113+99.1% | $3,754+65.2% | $2,631+135.6% |
| Participant deferral / active EE | $8,000 | $4,056+97.2% | $5,116+56.4% | $4,212+89.9% |
| Admin fee / account holder | $10,260 | $7,222+42.1% | $8,919+15.0% | $7,344+39.7% |