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 | $88,826 | $72,277+22.9% | $101,248-12.3% | $79,858+11.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.17% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,154 | $2,692+17.2% | $3,660-13.8% | $2,471+27.7% |
| Participant deferral / active EE | $9,154 | $3,282+178.9% | $4,370+109.5% | $3,740+144.7% |
| Admin fee / account holder | $7,232 | $4,400+64.3% | $5,945+21.6% | $5,306+36.3% |