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 | $110,190 | $79,944+37.8% | $98,439+11.9% | $75,163+46.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.75% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,799 | $2,264+23.7% | $3,048-8.2% | $2,670+4.9% |
| Participant deferral / active EE | $4,004 | $3,752+6.7% | $4,738-15.5% | $4,125-2.9% |
| Admin fee / account holder | $2,672 | $6,840-60.9% | $8,948-70.1% | $5,651-52.7% |