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 | $97,311 | $45,073+115.9% | $69,455+40.1% | $72,985+33.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.01% | 22.65%-17.6pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,630 | $2,054+28.0% | $2,779-5.4% | $2,440+7.8% |
| Participant deferral / active EE | $3,358 | $2,602+29.1% | $3,535-5.0% | $3,607-6.9% |
| Admin fee / account holder | $9,717 | $3,056+218.0% | $3,839+153.1% | $5,124+89.6% |