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 | $110,143 | $87,013+26.6% | $106,213+3.7% | $80,856+36.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.04% | 17.05%-9.0pp | 116.14%-108.1pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,736 | $2,395+14.2% | $3,171-13.7% | $2,755-0.7% |
| Participant deferral / active EE | $3,965 | $3,986-0.5% | $5,016-20.9% | $4,296-7.7% |
| Admin fee / account holder | $2,782 | $8,431-67.0% | $11,033-74.8% | $6,918-59.8% |