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 | $88,767 | $67,411+31.7% | $91,001-2.5% | $70,131+26.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.14% | -40.16%+49.3pp | 4.60%+4.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $4,613 | $1,786+158.3% | $2,456+87.9% | $2,342+96.9% |
| Participant deferral / active EE | $2,183 | $2,823-22.7% | $3,547-38.5% | $3,332-34.5% |
| Admin fee / account holder | $46,786 | $4,236+1004.4% | $5,417+763.7% | $4,645+907.2% |