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 | $124,274 | $77,503+60.3% | $100,391+23.8% | $80,856+53.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.85% | 37.20%-27.4pp | 49.20%-39.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,878 | $2,801+2.8% | $3,942-27.0% | $2,755+4.5% |
| Participant deferral / active EE | $6,361 | $6,820-6.7% | $8,082-21.3% | $4,296+48.1% |
| Admin fee / account holder | $38,799 | $5,897+557.9% | $7,899+391.2% | $6,918+460.8% |