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 | $79,991 | $62,573+27.8% | $85,682-6.6% | $85,850-6.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 6.91% | 23.77%-16.9pp | 21.49%-14.6pp | 318.53%-311.6pp |
| Employer contribution / active EE | $2,260 | $1,757+28.7% | $2,618-13.7% | $2,565-11.9% |
| Participant deferral / active EE | $1,080 | $2,802-61.5% | $3,923-72.5% | $3,952-72.7% |
| Admin fee / account holder | $11,310 | $4,640+143.7% | $6,873+64.6% | $6,260+80.7% |