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 | $90,668 | $63,861+42.0% | $104,607-13.3% | $79,858+13.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 5.01% | 21.30%-16.3pp | 340.46%-335.4pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,664 | $1,588+4.8% | $2,681-37.9% | $2,471-32.7% |
| Participant deferral / active EE | $6,555 | $2,693+143.4% | $3,740+75.3% | $3,740+75.3% |
| Admin fee / account holder | $23,474 | $4,185+460.9% | $6,473+262.6% | $5,306+342.4% |