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 | $172,228 | $80,717+113.4% | $154,803+11.3% | $84,808+103.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.28% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,600 | $2,761-5.8% | $4,305-39.6% | $2,631-1.2% |
| Participant deferral / active EE | $4,156 | $3,303+25.8% | $5,540-25.0% | $4,212-1.3% |
| Admin fee / account holder | $12,753 | $6,746+89.1% | $14,329-11.0% | $7,344+73.7% |