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 | $134,581 | $66,813+101.4% | $100,516+33.9% | $73,488+83.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 10.76% | 25.70%-14.9pp | 30.89%-20.1pp | 28.51%-17.8pp |
| Employer contribution / active EE | $2,580 | $2,147+20.2% | $3,418-24.5% | $2,270+13.7% |
| Participant deferral / active EE | $5,312 | $5,883-9.7% | $6,270-15.3% | $3,740+42.1% |
| Admin fee / account holder | $23,489 | $512+4487.0% | $8,081+190.7% | $513+4478.1% |