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 | $124,009 | $94,625+31.1% | $116,228+6.7% | $84,808+46.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 9.74% | 20.40%-10.7pp | 90.06%-80.3pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,942 | $2,347+25.4% | $2,994-1.7% | $2,631+11.8% |
| Participant deferral / active EE | $5,029 | $3,972+26.6% | $4,953+1.5% | $4,212+19.4% |
| Admin fee / account holder | $41,209 | $10,091+308.4% | $11,989+243.7% | $7,344+461.1% |