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 | $91,722 | $89,753+2.2% | $107,525-14.7% | $84,808+8.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.89% | 29.48%-20.6pp | 181.32%-172.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $3,597 | $3,113+15.5% | $3,754-4.2% | $2,631+36.7% |
| Participant deferral / active EE | $8,267 | $4,056+103.8% | $5,116+61.6% | $4,212+96.3% |
| Admin fee / account holder | $46,311 | $7,222+541.2% | $8,919+419.3% | $7,344+530.6% |