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 | $81,046 | $67,606+19.9% | $82,313-1.5% | $70,131+15.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.08% | 21.57%-15.5pp | 25.88%-19.8pp | 73.14%-67.1pp |
| Employer contribution / active EE | $4,966 | $1,755+183.0% | $2,428+104.5% | $2,342+112.0% |
| Participant deferral / active EE | $6,291 | $2,987+110.6% | $3,706+69.7% | $3,332+88.8% |
| Admin fee / account holder | $14,440 | $4,512+220.0% | $5,608+157.5% | $4,645+210.9% |