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 | $153,455 | $76,407+100.8% | $150,298+2.1% | $82,448+86.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.35% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,125 | $2,614+19.5% | $4,154-24.8% | $2,551+22.5% |
| Participant deferral / active EE | $1,240 | $3,214-61.4% | $5,453-77.3% | $4,139-70.0% |
| Admin fee / account holder | $3,674 | $6,352-42.2% | $14,116-74.0% | $7,234-49.2% |