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 | $165,125 | $87,841+88.0% | $133,980+23.2% | $62,891+162.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.67% | 12.05%-7.4pp | 29.30%-24.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $18,594 | $3,483+433.9% | $5,211+256.8% | $2,281+715.2% |
| Participant deferral / active EE | $7,123 | $4,812+48.0% | $6,282+13.4% | $3,203+122.4% |
| Admin fee / account holder | $14,134 | $5,371+163.1% | $9,324+51.6% | $4,296+229.0% |