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 | $108,205 | $109,881-1.5% | $150,045-27.9% | $84,808+27.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 7.88% | 28.25%-20.4pp | 62.55%-54.7pp | 40.90%-33.0pp |
| Employer contribution / active EE | $7,645 | $3,561+114.7% | $4,693+62.9% | $2,631+190.6% |
| Participant deferral / active EE | $9,607 | $6,636+44.8% | $7,997+20.1% | $4,212+128.1% |
| Admin fee / account holder | $2,268 | $8,568-73.5% | $13,435-83.1% | $7,344-69.1% |