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 | $116,012 | $109,413+6.0% | $156,263-25.8% | $84,808+36.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.59% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $7,135 | $2,907+145.4% | $4,333+64.7% | $2,631+171.2% |
| Participant deferral / active EE | $4,824 | $4,590+5.1% | $6,158-21.7% | $4,212+14.5% |
| Admin fee / account holder | $6,938 | $9,357-25.9% | $14,255-51.3% | $7,344-5.5% |