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 | $90,373 | $68,547+31.8% | $120,354-24.9% | $80,856+11.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.19% | 23.60%-14.4pp | 107.15%-98.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $6,943 | $2,051+238.5% | $3,463+100.5% | $2,755+152.0% |
| Participant deferral / active EE | $3,208 | $3,173+1.1% | $4,991-35.7% | $4,296-25.3% |
| Admin fee / account holder | $726 | $5,732-87.3% | $9,423-92.3% | $6,918-89.5% |