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 | $93,006 | $58,523+58.9% | $99,443-6.5% | $72,985+27.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 13.73% | 28.51%-14.8pp | 30.72%-17.0pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,957 | $1,512+95.6% | $2,540+16.4% | $2,440+21.2% |
| Participant deferral / active EE | $4,263 | $2,606+63.6% | $3,619+17.8% | $3,607+18.2% |
| Admin fee / account holder | $33,143 | $4,102+708.0% | $6,250+430.3% | $5,124+546.8% |