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 | $102,582 | $65,365+56.9% | $92,893+10.4% | $72,985+40.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.62% | 42.10%-35.5pp | 109.41%-102.8pp | 81.00%-74.4pp |
| Employer contribution / active EE | $8,333 | $2,594+221.2% | $3,653+128.1% | $2,440+241.6% |
| Participant deferral / active EE | $3,004 | $3,128-4.0% | $4,236-29.1% | $3,607-16.7% |
| Admin fee / account holder | $3,691 | $4,251-13.2% | $5,794-36.3% | $5,124-28.0% |