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 | $61,025 | $214,378-71.5% | $200,582-69.6% | $142,382-57.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.82% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $6,117 | $6,841-10.6% | $6,419-4.7% | $4,299+42.3% |
| Participant deferral / active EE | $11,954 | $9,865+21.2% | $9,331+28.1% | $6,507+83.7% |
| Admin fee / account holder | $23,741 | $17,692+34.2% | $16,305+45.6% | $12,624+88.1% |