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 | $82,696 | $60,022+37.8% | $88,946-7.0% | $84,808-2.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.72% | 22.43%-9.7pp | 57.82%-45.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,335 | $1,703+95.8% | $2,555+30.5% | $2,631+26.7% |
| Participant deferral / active EE | $5,016 | $3,114+61.1% | $4,581+9.5% | $4,212+19.1% |
| Admin fee / account holder | $8,795 | $4,811+82.8% | $8,261+6.5% | $7,344+19.8% |