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 | $94,171 | $78,705+19.7% | $117,854-20.1% | $70,131+34.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.75% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,950 | $2,223+77.6% | $3,786+4.3% | $2,342+68.6% |
| Participant deferral / active EE | $2,624 | $3,297-20.4% | $4,482-41.5% | $3,332-21.2% |
| Admin fee / account holder | $7,549 | $5,065+49.0% | $8,020-5.9% | $4,645+62.5% |