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 | $94,397 | $37,426+152.2% | $77,482+21.8% | $79,858+18.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 8.35% | 39.70%-31.4pp | 54.79%-46.4pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,551 | $637+300.7% | $986+158.6% | $2,471+3.2% |
| Participant deferral / active EE | $3,033 | $1,260+140.7% | $1,861+62.9% | $3,740-18.9% |
| Admin fee / account holder | $1,365 | $2,504-45.5% | $2,858-52.2% | $5,306-74.3% |