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 | $116,742 | $72,492+61.0% | $87,100+34.0% | $72,985+60.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.13% | 24.46%-11.3pp | 28.19%-15.1pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,764 | $1,894+98.7% | $2,521+49.3% | $2,440+54.3% |
| Participant deferral / active EE | $5,088 | $3,270+55.6% | $4,049+25.7% | $3,607+41.0% |
| Admin fee / account holder | $3,996 | $5,055-21.0% | $7,497-46.7% | $5,124-22.0% |