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 | $114,314 | $60,349+89.4% | $74,183+54.1% | $62,891+81.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.40% | 21.37%-19.0pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $7,168 | $1,680+326.6% | $2,370+202.4% | $2,281+214.3% |
| Participant deferral / active EE | $4,331 | $2,856+51.6% | $3,550+22.0% | $3,203+35.2% |
| Admin fee / account holder | $10,507 | $4,261+146.6% | $5,586+88.1% | $4,296+144.6% |