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 | $106,067 | $80,717+31.4% | $154,803-31.5% | $84,808+25.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.57% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $4,125 | $2,761+49.4% | $4,305-4.2% | $2,631+56.8% |
| Participant deferral / active EE | $5,719 | $3,303+73.1% | $5,540+3.2% | $4,212+35.8% |
| Admin fee / account holder | $17,413 | $6,746+158.1% | $14,329+21.5% | $7,344+137.1% |