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 | $156,489 | $48,364+223.6% | $71,796+118.0% | $62,891+148.8% |
| Participation rate | 86.1% | 60.6%+25.5pp | 69.1%+17.0pp | 69.3%+16.8pp |
| Annual return | 3.15% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $976 | $1,042-6.4% | $1,924-49.3% | $2,281-57.2% |
| Participant deferral / active EE | $3,035 | $2,091+45.1% | $2,794+8.6% | $3,203-5.2% |
| Admin fee / account holder | $60,123 | $3,771+1494.2% | $4,815+1148.7% | $4,296+1299.7% |