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 | $111,890 | $76,552+46.2% | $123,892-9.7% | $62,891+77.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.51% | 18.68%-17.2pp | 47.52%-46.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $4,197 | $2,883+45.6% | $4,617-9.1% | $2,281+84.0% |
| Participant deferral / active EE | $8,970 | $4,840+85.3% | $5,984+49.9% | $3,203+180.1% |
| Admin fee / account holder | $3,798 | $4,826-21.3% | $8,357-54.5% | $4,296-11.6% |