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 | $211,789 | $76,552+176.7% | $123,892+70.9% | $62,891+236.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -2.31% | 18.68%-21.0pp | 47.52%-49.8pp | 20.14%-22.5pp |
| Employer contribution / active EE | $5,036 | $2,883+74.7% | $4,617+9.1% | $2,281+120.8% |
| Participant deferral / active EE | $5,653 | $4,840+16.8% | $5,984-5.5% | $3,203+76.5% |
| Admin fee / account holder | $8,824 | $4,826+82.9% | $8,357+5.6% | $4,296+105.4% |