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 | $103,625 | $106,749-2.9% | $145,433-28.7% | $82,448+25.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.59% | 27.59%-17.0pp | 66.58%-56.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $8,208 | $3,444+138.3% | $4,554+80.2% | $2,551+221.7% |
| Participant deferral / active EE | $8,872 | $6,519+36.1% | $7,897+12.3% | $4,139+114.3% |
| Admin fee / account holder | $979 | $8,390-88.3% | $13,129-92.5% | $7,234-86.5% |