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 | $57,250 | $54,705+4.7% | $71,209-19.6% | $84,808-32.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.99% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,897 | $2,158+34.3% | $2,721+6.5% | $2,631+10.1% |
| Participant deferral / active EE | $763 | $3,030-74.8% | $4,175-81.7% | $4,212-81.9% |
| Admin fee / account holder | $8,032 | $4,863+65.2% | $5,349+50.2% | $7,344+9.4% |