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 | $98,098 | $106,749-8.1% | $145,433-32.5% | $82,448+19.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.77% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $4,956 | $3,444+43.9% | $4,554+8.8% | $2,551+94.3% |
| Participant deferral / active EE | $7,977 | $6,519+22.4% | $7,897+1.0% | $4,139+92.7% |
| Admin fee / account holder | $29,408 | $8,390+250.5% | $13,129+124.0% | $7,234+306.5% |