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 | $112,816 | $72,277+56.1% | $101,248+11.4% | $79,858+41.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.39% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,907 | $2,692-29.1% | $3,660-47.9% | $2,471-22.8% |
| Participant deferral / active EE | $5,823 | $3,282+77.4% | $4,370+33.2% | $3,740+55.7% |
| Admin fee / account holder | $4,588 | $4,400+4.3% | $5,945-22.8% | $5,306-13.5% |