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 | $85,769 | $77,899+10.1% | $149,673-42.7% | $75,163+14.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 2.53% | 31.72%-29.2pp | 134.42%-131.9pp | 160.62%-158.1pp |
| Employer contribution / active EE | $4,439 | $3,137+41.5% | $4,818-7.9% | $2,670+66.3% |
| Participant deferral / active EE | $4,257 | $3,411+24.8% | $5,680-25.1% | $4,125+3.2% |
| Admin fee / account holder | $5,023 | $5,956-15.7% | $13,210-62.0% | $5,651-11.1% |