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 | $186,987 | $94,625+97.6% | $116,228+60.9% | $84,808+120.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.31% | 20.40%-10.1pp | 90.06%-79.7pp | 40.90%-30.6pp |
| Employer contribution / active EE | $8,791 | $2,347+274.6% | $2,994+193.6% | $2,631+234.1% |
| Participant deferral / active EE | $4,875 | $3,972+22.7% | $4,953-1.6% | $4,212+15.8% |
| Admin fee / account holder | $7,412 | $10,091-26.6% | $11,989-38.2% | $7,344+0.9% |