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 | $174,828 | $80,717+116.6% | $154,803+12.9% | $84,808+106.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.23% | 37.96%-26.7pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $11,508 | $2,761+316.8% | $4,305+167.3% | $2,631+337.4% |
| Participant deferral / active EE | $7,476 | $3,303+126.3% | $5,540+34.9% | $4,212+77.5% |
| Admin fee / account holder | $7,279 | $6,746+7.9% | $14,329-49.2% | $7,344-0.9% |