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 | $111,759 | $95,803+16.7% | $113,168-1.2% | $84,808+31.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.11% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,168 | $2,360-8.2% | $2,975-27.1% | $2,631-17.6% |
| Participant deferral / active EE | $5,109 | $4,242+20.4% | $5,1070% | $4,212+21.3% |
| Admin fee / account holder | $31,133 | $8,989+246.4% | $12,068+158.0% | $7,344+323.9% |