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 | $241,419 | $106,515+126.7% | $96,683+149.7% | $139,434+73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.19% | 38.43%-32.2pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $3,623 | $4,103-11.7% | $3,737-3.0% | $4,751-23.7% |
| Participant deferral / active EE | $2,353 | $5,454-56.9% | $4,878-51.8% | $6,710-64.9% |
| Admin fee / account holder | $6,697 | $7,877-15.0% | $6,730-0.5% | $11,403-41.3% |