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 | $110,824 | $85,766+29.2% | $136,294-18.7% | $70,131+58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.76% | 31.45%-20.7pp | 5155.94%-5145.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,499 | $2,966+18.0% | $4,695-25.5% | $2,342+49.4% |
| Participant deferral / active EE | $8,654 | $5,051+71.3% | $6,247+38.5% | $3,332+159.7% |
| Admin fee / account holder | $29,809 | $5,420+449.9% | $9,243+222.5% | $4,645+541.7% |