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 | $89,674 | $78,705+13.9% | $117,854-23.9% | $70,131+27.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.71% | 23.30%-12.6pp | 335.08%-324.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,935 | $2,223+32.0% | $3,786-22.5% | $2,342+25.3% |
| Participant deferral / active EE | $3,245 | $3,297-1.6% | $4,482-27.6% | $3,332-2.6% |
| Admin fee / account holder | $633 | $5,065-87.5% | $8,020-92.1% | $4,645-86.4% |