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 | $161,353 | $65,365+146.8% | $92,893+73.7% | $72,985+121.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.39% | 42.10%-35.7pp | 109.41%-103.0pp | 81.00%-74.6pp |
| Employer contribution / active EE | $5,641 | $2,594+117.4% | $3,653+54.4% | $2,440+131.2% |
| Participant deferral / active EE | $4,507 | $3,128+44.1% | $4,236+6.4% | $3,607+24.9% |
| Admin fee / account holder | $5,668 | $4,251+33.3% | $5,794-2.2% | $5,124+10.6% |