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 | $174,871 | $96,557+81.1% | $80,975+116.0% | $273,961-36.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.73% | 15.14%-12.4pp | 17.10%-14.4pp | 41.45%-38.7pp |
| Employer contribution / active EE | $6,875 | $4,868+41.2% | $3,714+85.1% | $4,869+41.2% |
| Participant deferral / active EE | $5,300 | $6,598-19.7% | $5,696-7.0% | $5,287+0.2% |
| Admin fee / account holder | $912 | $7,492-87.8% | $5,516-83.5% | $10,132-91.0% |