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 | $111,181 | $63,355+75.5% | $91,989+20.9% | $72,985+52.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 16.35% | 35.35%-19.0pp | 69.02%-52.7pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,158 | $2,116+2.0% | $3,452-37.5% | $2,440-11.6% |
| Participant deferral / active EE | $4,157 | $4,883-14.9% | $5,923-29.8% | $3,607+15.2% |
| Admin fee / account holder | $10,586 | $4,668+126.8% | $7,743+36.7% | $5,124+106.6% |