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 | $97,068 | $67,606+43.6% | $82,313+17.9% | $70,131+38.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.09% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,917 | $1,755+66.2% | $2,428+20.1% | $2,342+24.5% |
| Participant deferral / active EE | $2,197 | $2,987-26.4% | $3,706-40.7% | $3,332-34.1% |
| Admin fee / account holder | $24,870 | $4,512+451.2% | $5,608+343.5% | $4,645+435.4% |