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 | $93,571 | $65,365+43.2% | $92,893+0.7% | $72,985+28.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.23% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,906 | $2,594+50.6% | $3,653+6.9% | $2,440+60.1% |
| Participant deferral / active EE | $2,251 | $3,128-28.0% | $4,236-46.9% | $3,607-37.6% |
| Admin fee / account holder | $8,693 | $4,251+104.5% | $5,794+50.0% | $5,124+69.6% |