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 | $83,534 | $67,606+23.6% | $82,313+1.5% | $70,131+19.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.44% | 21.57%-16.1pp | 25.88%-20.4pp | 73.14%-67.7pp |
| Employer contribution / active EE | $4,286 | $1,755+144.2% | $2,428+76.5% | $2,342+83.0% |
| Participant deferral / active EE | $3,636 | $2,987+21.7% | $3,706-1.9% | $3,332+9.1% |
| Admin fee / account holder | $38,674 | $4,512+757.1% | $5,608+589.6% | $4,645+732.5% |