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 | $101,765 | $125,758-19.1% | $169,993-40.1% | $75,163+35.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.61% | 27.20%-16.6pp | 53.37%-42.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $5,207 | $4,615+12.8% | $6,785-23.3% | $2,670+95.0% |
| Participant deferral / active EE | $5,424 | $6,837-20.7% | $10,408-47.9% | $4,125+31.5% |
| Admin fee / account holder | $12,447 | $8,173+52.3% | $12,815-2.9% | $5,651+120.3% |