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 | $105,995 | $48,795+117.2% | $65,493+61.8% | $84,808+25.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.59% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $697 | $1,930-63.9% | $2,574-72.9% | $2,631-73.5% |
| Participant deferral / active EE | $5,037 | $2,928+72.0% | $3,961+27.2% | $4,212+19.6% |
| Admin fee / account holder | $11,072 | $3,877+185.6% | $5,028+120.2% | $7,344+50.8% |