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 | $115,029 | $60,022+91.6% | $88,946+29.3% | $84,808+35.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.88% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,795 | $1,703+181.6% | $2,555+87.7% | $2,631+82.3% |
| Participant deferral / active EE | $10,217 | $3,114+228.1% | $4,581+123.0% | $4,212+142.6% |
| Admin fee / account holder | $5,688 | $4,811+18.2% | $8,261-31.1% | $7,344-22.6% |