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 | $155,826 | $60,892+155.9% | $82,389+89.1% | $84,808+83.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 12.56% | 37.29%-24.7pp | 28.67%-16.1pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,179 | $1,779+134.9% | $2,517+66.0% | $2,631+58.8% |
| Participant deferral / active EE | $5,667 | $3,179+78.3% | $4,155+36.4% | $4,212+34.6% |
| Admin fee / account holder | $4,907 | $5,467-10.2% | $7,231-32.1% | $7,344-33.2% |