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 | $208,994 | $72,277+189.2% | $101,248+106.4% | $79,858+161.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.03% | 22.30%-12.3pp | 46.47%-36.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $4,579 | $2,692+70.1% | $3,660+25.1% | $2,471+85.3% |
| Participant deferral / active EE | $3,946 | $3,282+20.2% | $4,370-9.7% | $3,740+5.5% |
| Admin fee / account holder | $14,177 | $4,400+222.2% | $5,945+138.4% | $5,306+167.2% |