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 | $157,685 | $54,705+188.2% | $71,209+121.4% | $84,808+85.9% |
| Participation rate | 83.1% | 64.1%+19.0pp | 73.8%+9.3pp | 68.3%+14.7pp |
| Annual return | 9.74% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $3,698 | $2,158+71.4% | $2,721+35.9% | $2,631+40.5% |
| Participant deferral / active EE | $1,987 | $3,030-34.4% | $4,175-52.4% | $4,212-52.8% |
| Admin fee / account holder | $716 | $4,863-85.3% | $5,349-86.6% | $7,344-90.2% |