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 | $122,808 | $136,307-9.9% | $177,821-30.9% | $73,488+67.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 5.30% | 18.68%-13.4pp | 48.32%-43.0pp | 28.51%-23.2pp |
| Employer contribution / active EE | $9,684 | $3,712+160.9% | $5,918+63.6% | $2,270+326.6% |
| Participant deferral / active EE | $9,216 | $5,829+58.1% | $7,714+19.5% | $3,740+146.4% |
| Admin fee / account holder | $4,564 | $596+666.4% | $12,427-63.3% | $513+789.6% |