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 | $105,023 | $54,762+91.8% | $90,281+16.3% | $72,985+43.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.72% | 30.63%-25.9pp | 78.10%-73.4pp | 81.00%-76.3pp |
| Employer contribution / active EE | $4,917 | $2,092+135.0% | $2,854+72.2% | $2,440+101.5% |
| Participant deferral / active EE | $4,327 | $2,887+49.9% | $3,885+11.4% | $3,607+19.9% |
| Admin fee / account holder | $25,655 | $3,972+545.9% | $5,351+379.4% | $5,124+400.7% |