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 | $109,325 | $70,428+55.2% | $96,562+13.2% | $85,850+27.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.50% | 18.59%-9.1pp | 37.78%-28.3pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,899 | $1,413+34.4% | $2,356-19.4% | $2,565-26.0% |
| Participant deferral / active EE | $3,297 | $2,894+13.9% | $3,849-14.3% | $3,952-16.6% |
| Admin fee / account holder | $12,055 | $4,997+141.3% | $6,181+95.0% | $6,260+92.6% |