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 | $112,172 | $56,053+100.1% | $75,972+47.6% | $80,856+38.7% |
| Participation rate | 78.5% | 62.0%+16.4pp | 69.1%+9.4pp | 67.6%+10.8pp |
| Annual return | 8.56% | 20.53%-12.0pp | 359.55%-351.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,277 | $1,874+74.9% | $2,685+22.1% | $2,755+19.0% |
| Participant deferral / active EE | $1,149 | $3,052-62.4% | $4,255-73.0% | $4,296-73.3% |
| Admin fee / account holder | $2,331 | $5,234-55.5% | $6,467-64.0% | $6,918-66.3% |