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 | $98,126 | $86,929+12.9% | $102,423-4.2% | $80,856+21.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.33% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,023 | $2,369+112.0% | $3,023+66.1% | $2,755+82.3% |
| Participant deferral / active EE | $5,219 | $4,118+26.7% | $5,053+3.3% | $4,296+21.5% |
| Admin fee / account holder | $2,691 | $8,049-66.6% | $9,451-71.5% | $6,918-61.1% |