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 | $163,491 | $99,341+64.6% | $84,750+92.9% | $273,961-40.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.34% | 22.93%-21.6pp | 22.78%-21.4pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,852 | $4,214-56.0% | $3,574-48.2% | $4,869-62.0% |
| Participant deferral / active EE | $15,154 | $4,269+255.0% | $3,712+308.3% | $5,287+186.6% |
| Admin fee / account holder | $1,849 | $6,644-72.2% | $5,332-65.3% | $10,132-81.8% |