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 | $111,840 | $109,881+1.8% | $150,045-25.5% | $84,808+31.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.06% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $7,884 | $3,561+121.4% | $4,693+68.0% | $2,631+199.7% |
| Participant deferral / active EE | $6,477 | $6,636-2.4% | $7,997-19.0% | $4,212+53.8% |
| Admin fee / account holder | $58,372 | $8,568+581.3% | $13,435+334.5% | $7,344+694.9% |