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 | $114,676 | $88,370+29.8% | $112,977+1.5% | $79,858+43.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 4.50% | 23.16%-18.7pp | 24.24%-19.7pp | 31.71%-27.2pp |
| Employer contribution / active EE | $3,628 | $3,398+6.8% | $4,255-14.7% | $2,471+46.8% |
| Participant deferral / active EE | $4,100 | $4,536-9.6% | $5,836-29.8% | $3,740+9.6% |
| Admin fee / account holder | $1,335 | $5,750-76.8% | $6,294-78.8% | $5,306-74.8% |