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 | $120,201 | $73,787+62.9% | $98,716+21.8% | $82,448+45.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.11% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,344 | $1,511-11.1% | $2,279-41.0% | $2,551-47.3% |
| Participant deferral / active EE | $5,561 | $3,081+80.5% | $4,048+37.4% | $4,139+34.3% |
| Admin fee / account holder | $2,076 | $6,500-68.1% | $8,703-76.1% | $7,234-71.3% |