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 | $113,453 | $53,516+112.0% | $126,539-10.3% | $84,808+33.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.68% | 58.34%-45.7pp | 425.95%-413.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,358 | $1,535+118.8% | $3,674-8.6% | $2,631+27.6% |
| Participant deferral / active EE | $2,007 | $2,671-24.8% | $4,083-50.8% | $4,212-52.3% |
| Admin fee / account holder | $3,466 | $4,497-22.9% | $6,065-42.8% | $7,344-52.8% |