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 | $118,882 | $80,717+47.3% | $154,803-23.2% | $84,808+40.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.90% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,589 | $2,761+174.8% | $4,305+76.3% | $2,631+188.4% |
| Participant deferral / active EE | $3,442 | $3,303+4.2% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $2,657 | $6,746-60.6% | $14,329-81.5% | $7,344-63.8% |