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 | $107,347 | $148,978-27.9% | $200,582-46.5% | $84,808+26.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.58% | 28.16%-16.6pp | 42.33%-30.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,432 | $4,815+12.8% | $6,419-15.4% | $2,631+106.5% |
| Participant deferral / active EE | $5,987 | $7,142-16.2% | $9,331-35.8% | $4,212+42.1% |
| Admin fee / account holder | $33,847 | $13,977+142.2% | $16,305+107.6% | $7,344+360.9% |