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 | $102,536 | $79,944+28.3% | $98,439+4.2% | $75,163+36.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 10.74% | 19.75%-9.0pp | 21.16%-10.4pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,710 | $2,264+19.7% | $3,048-11.1% | $2,670+1.5% |
| Participant deferral / active EE | $4,095 | $3,752+9.1% | $4,738-13.6% | $4,125-0.7% |
| Admin fee / account holder | $19,302 | $6,840+182.2% | $8,948+115.7% | $5,651+241.6% |