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 | $87,000 | $57,065+52.5% | $75,670+15.0% | $70,131+24.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 9.72% | 23.57%-13.8pp | 27.34%-17.6pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,304 | $1,817-28.2% | $2,352-44.6% | $2,342-44.3% |
| Participant deferral / active EE | $3,303 | $2,580+28.0% | $3,142+5.1% | $3,332-0.9% |
| Admin fee / account holder | $8,341 | $3,825+118.1% | $5,800+43.8% | $4,645+79.6% |