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 | $101,491 | $73,933+37.3% | $96,683+5.0% | $75,163+35.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.63% | 26.70%-17.1pp | 35.69%-26.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $37,693 | $2,928+1187.5% | $3,737+908.7% | $2,670+1311.8% |
| Participant deferral / active EE | $1,900 | $3,659-48.1% | $4,878-61.1% | $4,125-53.9% |
| Admin fee / account holder | $26,798 | $5,216+413.7% | $6,730+298.2% | $5,651+374.2% |