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 | $75,776 | $83,477-9.2% | $125,175-39.5% | $72,985+3.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 11.88% | 25.78%-13.9pp | 43.79%-31.9pp | 81.00%-69.1pp |
| Employer contribution / active EE | $9,289 | $2,345+296.1% | $3,865+140.3% | $2,440+280.7% |
| Participant deferral / active EE | $4,456 | $3,585+24.3% | $4,937-9.7% | $3,607+23.5% |
| Admin fee / account holder | $13,840 | $5,517+150.8% | $9,702+42.7% | $5,124+170.1% |