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 | $78,797 | $73,787+6.8% | $98,716-20.2% | $82,448-4.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.59% | 18.57%-10.0pp | 31.81%-23.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $4,839 | $1,511+220.2% | $2,279+112.4% | $2,551+89.7% |
| Participant deferral / active EE | $3,163 | $3,081+2.7% | $4,048-21.9% | $4,139-23.6% |
| Admin fee / account holder | $916 | $6,500-85.9% | $8,703-89.5% | $7,234-87.3% |