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 | $140,410 | $109,359+28.4% | $162,163-13.4% | $72,985+92.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.52% | 25.46%-11.9pp | 115.59%-102.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $4,011 | $3,907+2.7% | $5,614-28.5% | $2,440+64.4% |
| Participant deferral / active EE | $3,600 | $5,481-34.3% | $7,298-50.7% | $3,607-0.2% |
| Admin fee / account holder | $12,473 | $7,972+56.5% | $10,843+15.0% | $5,124+143.4% |