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 | $182,181 | $148,978+22.3% | $200,582-9.2% | $84,808+114.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.74% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,328 | $4,815+10.7% | $6,419-17.0% | $2,631+102.5% |
| Participant deferral / active EE | $5,671 | $7,142-20.6% | $9,331-39.2% | $4,212+34.7% |
| Admin fee / account holder | $1,192 | $13,977-91.5% | $16,305-92.7% | $7,344-83.8% |