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 | $144,909 | $71,050+104.0% | $93,606+54.8% | $80,856+79.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.50% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,008 | $1,564+156.4% | $2,420+65.7% | $2,755+45.5% |
| Participant deferral / active EE | $4,138 | $4,034+2.6% | $4,411-6.2% | $4,296-3.7% |
| Admin fee / account holder | $3,692 | $6,945-46.8% | $8,285-55.4% | $6,918-46.6% |