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 | $175,480 | $72,492+142.1% | $87,100+101.5% | $72,985+140.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.97% | 24.46%-9.5pp | 28.19%-13.2pp | 81.00%-66.0pp |
| Employer contribution / active EE | $2,857 | $1,894+50.8% | $2,521+13.3% | $2,440+17.1% |
| Participant deferral / active EE | $7,693 | $3,270+135.3% | $4,049+90.0% | $3,607+113.2% |
| Admin fee / account holder | $1,559 | $5,055-69.1% | $7,497-79.2% | $5,124-69.6% |