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 | $79,011 | $80,717-2.1% | $154,803-49.0% | $84,808-6.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.59% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,991 | $2,761+153.2% | $4,305+62.4% | $2,631+165.7% |
| Participant deferral / active EE | $3,869 | $3,303+17.1% | $5,540-30.2% | $4,212-8.1% |
| Admin fee / account holder | $8,958 | $6,746+32.8% | $14,329-37.5% | $7,344+22.0% |