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 | $109,196 | $81,947+33.3% | $105,387+3.6% | $72,985+49.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.93% | 42.90%-39.0pp | 26.82%-22.9pp | 81.00%-77.1pp |
| Employer contribution / active EE | $3,764 | $3,468+8.5% | $4,213-10.7% | $2,440+54.3% |
| Participant deferral / active EE | $4,022 | $4,494-10.5% | $5,502-26.9% | $3,607+11.5% |
| Admin fee / account holder | $19,111 | $6,258+205.4% | $6,559+191.4% | $5,124+273.0% |