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 | $134,652 | $80,673+66.9% | $101,326+32.9% | $84,808+58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 12.72% | 38.95%-26.2pp | 36.82%-24.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,823 | $2,698+4.7% | $3,665-23.0% | $2,631+7.3% |
| Participant deferral / active EE | $4,370 | $6,840-36.1% | $7,994-45.3% | $4,212+3.8% |
| Admin fee / account holder | $22,228 | $12,784+73.9% | $11,185+98.7% | $7,344+202.7% |