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 | $101,179 | $153,772-34.2% | $133,980-24.5% | $273,961-63.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.46% | 36.51%-34.1pp | 29.30%-26.8pp | 41.45%-39.0pp |
| Employer contribution / active EE | $12,854 | $6,029+113.2% | $5,211+146.6% | $4,869+164.0% |
| Participant deferral / active EE | $4,336 | $6,958-37.7% | $6,282-31.0% | $5,287-18.0% |
| Admin fee / account holder | $625 | $11,765-94.7% | $9,324-93.3% | $10,132-93.8% |