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 | $94,282 | $57,541+63.9% | $95,745-1.5% | $75,163+25.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.32% | 34.93%-23.6pp | 28.35%-17.0pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,213 | $1,808+22.4% | $2,835-21.9% | $2,670-17.1% |
| Participant deferral / active EE | $7,720 | $3,074+151.1% | $4,245+81.9% | $4,125+87.1% |
| Admin fee / account holder | $906 | $4,099-77.9% | $5,678-84.0% | $5,651-84.0% |