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 | $80,047 | $84,233-5.0% | $170,442-53.0% | $70,131+14.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.77% | 23.06%-12.3pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,932 | $3,387-43.0% | $5,433-64.4% | $2,342-17.5% |
| Participant deferral / active EE | $4,471 | $3,086+44.9% | $4,939-9.5% | $3,332+34.2% |
| Admin fee / account holder | $24,809 | $5,698+335.4% | $13,880+78.7% | $4,645+434.1% |