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 | $89,804 | $163,101-44.9% | $136,749-34.3% | $142,382-36.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 4.89% | 27.54%-22.7pp | 24.33%-19.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,298 | $4,117-19.9% | $3,400-3.0% | $4,299-23.3% |
| Participant deferral / active EE | $7,770 | $5,585+39.1% | $4,692+65.6% | $6,507+19.4% |
| Admin fee / account holder | $18,647 | $14,318+30.2% | $11,386+63.8% | $12,624+47.7% |