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 | $107,868 | $64,121+68.2% | $78,805+36.9% | $116,875-7.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 12.91% | 16.32%-3.4pp | -2.71%+15.6pp | 16.29%-3.4pp |
| Employer contribution / active EE | $3,100 | $2,257+37.3% | $4,059-23.6% | $3,288-5.7% |
| Participant deferral / active EE | $3,220 | $2,757+16.8% | $3,584-10.1% | $3,885-17.1% |
| Admin fee / account holder | $10,724 | $5,745+86.7% | $5,677+88.9% | $12,263-12.6% |