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 | $79,616 | $57,065+39.5% | $75,670+5.2% | $70,131+13.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 8.96% | 23.57%-14.6pp | 27.34%-18.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,962 | $1,817+63.1% | $2,352+25.9% | $2,342+26.4% |
| Participant deferral / active EE | $5,633 | $2,580+118.4% | $3,142+79.3% | $3,332+69.1% |
| Admin fee / account holder | $36,260 | $3,825+848.0% | $5,800+525.2% | $4,645+680.6% |