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 | $98,420 | $109,881-10.4% | $150,045-34.4% | $84,808+16.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.20% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,208 | $3,561+18.2% | $4,693-10.3% | $2,631+60.0% |
| Participant deferral / active EE | $6,298 | $6,636-5.1% | $7,997-21.3% | $4,212+49.5% |
| Admin fee / account holder | $71,195 | $8,568+730.9% | $13,435+429.9% | $7,344+869.5% |