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 | $100,832 | $65,395+54.2% | $182,532-44.8% | $72,985+38.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.47% | 27.68%-10.2pp | 148.54%-131.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,763 | $1,911+44.6% | $4,076-32.2% | $2,440+13.2% |
| Participant deferral / active EE | $4,242 | $3,563+19.1% | $5,524-23.2% | $3,607+17.6% |
| Admin fee / account holder | $11,403 | $4,245+168.6% | $8,592+32.7% | $5,124+122.5% |