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 | $104,349 | $71,050+46.9% | $93,606+11.5% | $80,856+29.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.30% | 11.26%-3.0pp | 133.20%-124.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $4,222 | $1,564+170.0% | $2,420+74.5% | $2,755+53.3% |
| Participant deferral / active EE | $7,446 | $4,034+84.6% | $4,411+68.8% | $4,296+73.3% |
| Admin fee / account holder | $2,268 | $6,945-67.3% | $8,285-72.6% | $6,918-67.2% |