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 | $83,438 | $80,717+3.4% | $154,803-46.1% | $84,808-1.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.97% | 37.96%-32.0pp | 58.88%-52.9pp | 40.90%-34.9pp |
| Employer contribution / active EE | $9,369 | $2,761+239.3% | $4,305+117.6% | $2,631+256.1% |
| Participant deferral / active EE | $4,382 | $3,303+32.7% | $5,540-20.9% | $4,212+4.0% |
| Admin fee / account holder | $73,943 | $6,746+996.2% | $14,329+416.0% | $7,344+906.9% |