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 | $132,740 | $109,881+20.8% | $150,045-11.5% | $84,808+56.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.83% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,424 | $3,561-3.8% | $4,693-27.0% | $2,631+30.1% |
| Participant deferral / active EE | $7,564 | $6,636+14.0% | $7,997-5.4% | $4,212+79.6% |
| Admin fee / account holder | $73,949 | $8,568+763.1% | $13,435+450.4% | $7,344+907.0% |