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 | $115,811 | $95,803+20.9% | $113,168+2.3% | $84,808+36.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.30% | 25.00%-20.7pp | 24.27%-20.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $7,950 | $2,360+236.9% | $2,975+167.2% | $2,631+202.2% |
| Participant deferral / active EE | $5,278 | $4,242+24.4% | $5,107+3.3% | $4,212+25.3% |
| Admin fee / account holder | $20,466 | $8,989+127.7% | $12,068+69.6% | $7,344+178.7% |