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 | $99,272 | $74,927+32.5% | $101,794-2.5% | $84,808+17.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.26% | 18.70%-6.4pp | 30.53%-18.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,286 | $1,522+50.2% | $2,289-0.1% | $2,631-13.1% |
| Participant deferral / active EE | $2,838 | $3,099-8.4% | $4,084-30.5% | $4,212-32.6% |
| Admin fee / account holder | $11,151 | $6,514+71.2% | $8,777+27.0% | $7,344+51.8% |