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 | $84,875 | $80,717+5.2% | $154,803-45.2% | $84,808+0.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.23% | 37.96%-26.7pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,842 | $2,761+147.8% | $4,305+58.9% | $2,631+160.1% |
| Participant deferral / active EE | $4,675 | $3,303+41.5% | $5,540-15.6% | $4,212+11.0% |
| Admin fee / account holder | $9,764 | $6,746+44.7% | $14,329-31.9% | $7,344+33.0% |