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 | $97,385 | $67,606+44.0% | $82,313+18.3% | $70,131+38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.77% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $5,855 | $1,755+233.6% | $2,428+141.1% | $2,342+149.9% |
| Participant deferral / active EE | $3,173 | $2,987+6.2% | $3,706-14.4% | $3,332-4.8% |
| Admin fee / account holder | $5,610 | $4,512+24.3% | $5,6080% | $4,645+20.8% |