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 | $78,770 | $61,605+27.9% | $112,229-29.8% | $75,163+4.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.72% | 28.47%-16.7pp | 30.20%-18.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $7,500 | $2,015+272.1% | $3,430+118.6% | $2,670+180.9% |
| Participant deferral / active EE | $2,990 | $3,108-3.8% | $4,798-37.7% | $4,125-27.5% |
| Admin fee / account holder | $3,743 | $4,862-23.0% | $7,748-51.7% | $5,651-33.8% |