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 | $148,935 | $89,753+65.9% | $107,525+38.5% | $84,808+75.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.98% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,676 | $3,113+18.1% | $3,754-2.1% | $2,631+39.7% |
| Participant deferral / active EE | $7,984 | $4,056+96.8% | $5,116+56.1% | $4,212+89.6% |
| Admin fee / account holder | $6,099 | $7,222-15.6% | $8,919-31.6% | $7,344-17.0% |