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 | $169,844 | $67,606+151.2% | $82,313+106.3% | $70,131+142.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.24% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $3,872 | $1,755+120.7% | $2,428+59.5% | $2,342+65.3% |
| Participant deferral / active EE | $6,705 | $2,987+124.5% | $3,706+80.9% | $3,332+101.3% |
| Admin fee / account holder | $7,768 | $4,512+72.2% | $5,608+38.5% | $4,645+67.2% |