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 | $107,827 | $109,413-1.4% | $156,263-31.0% | $84,808+27.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.36% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $6,800 | $2,907+133.9% | $4,333+56.9% | $2,631+158.4% |
| Participant deferral / active EE | $4,776 | $4,590+4.1% | $6,158-22.4% | $4,212+13.4% |
| Admin fee / account holder | $2,216 | $9,357-76.3% | $14,255-84.5% | $7,344-69.8% |