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 | $107,644 | $54,762+96.6% | $90,281+19.2% | $72,985+47.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 1.87% | 30.63%-28.8pp | 78.10%-76.2pp | 81.00%-79.1pp |
| Employer contribution / active EE | $13,047 | $2,092+523.5% | $2,854+357.1% | $2,440+434.7% |
| Participant deferral / active EE | $1,959 | $2,887-32.1% | $3,885-49.6% | $3,607-45.7% |
| Admin fee / account holder | $8,878 | $3,972+123.5% | $5,351+65.9% | $5,124+73.3% |