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 9-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 | $95,930 | $81,248+18.1% | $155,509-38.3% | $80,856+18.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.57% | 33.31%-26.7pp | 64.67%-58.1pp | 35.59%-29.0pp |
| Employer contribution / active EE | $9,929 | $3,100+220.2% | $4,672+112.5% | $2,755+260.4% |
| Participant deferral / active EE | $6,612 | $3,452+91.6% | $5,626+17.5% | $4,296+53.9% |
| Admin fee / account holder | $107,985 | $7,997+1250.3% | $15,912+578.6% | $6,918+1460.9% |