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 | $102,648 | $57,541+78.4% | $95,745+7.2% | $75,163+36.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.37% | 34.93%-25.6pp | 28.35%-19.0pp | 160.62%-151.3pp |
| Employer contribution / active EE | $3,610 | $1,808+99.7% | $2,835+27.3% | $2,670+35.2% |
| Participant deferral / active EE | $3,764 | $3,074+22.4% | $4,245-11.3% | $4,125-8.8% |
| Admin fee / account holder | $3,348 | $4,099-18.3% | $5,678-41.0% | $5,651-40.7% |