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 | $189,199 | $95,803+97.5% | $113,168+67.2% | $84,808+123.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.77% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,501 | $2,360+48.4% | $2,975+17.7% | $2,631+33.1% |
| Participant deferral / active EE | $5,934 | $4,242+39.9% | $5,107+16.2% | $4,212+40.9% |
| Admin fee / account holder | $46,834 | $8,989+421.0% | $12,068+288.1% | $7,344+537.7% |