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 | $144,164 | $64,480+123.6% | $81,382+77.1% | $80,856+78.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 7.15% | 16.34%-9.2pp | 24.73%-17.6pp | 35.59%-28.4pp |
| Employer contribution / active EE | $7,081 | $1,978+257.9% | $2,463+187.5% | $2,755+157.0% |
| Participant deferral / active EE | $6,838 | $3,094+121.0% | $3,883+76.1% | $4,296+59.2% |
| Admin fee / account holder | $3,851 | $5,671-32.1% | $5,768-33.2% | $6,918-44.3% |