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 | $178,242 | $74,927+137.9% | $101,794+75.1% | $84,808+110.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 8.47% | 18.70%-10.2pp | 30.53%-22.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $8,536 | $1,522+460.9% | $2,289+272.9% | $2,631+224.5% |
| Participant deferral / active EE | $5,042 | $3,099+62.7% | $4,084+23.4% | $4,212+19.7% |
| Admin fee / account holder | $7,748 | $6,514+18.9% | $8,777-11.7% | $7,344+5.5% |