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 | $184,583 | $71,829+157.0% | $69,780+164.5% | $142,382+29.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 10.47% | 31.01%-20.5pp | 26.31%-15.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,685 | $4,385+6.8% | $4,168+12.4% | $4,299+9.0% |
| Participant deferral / active EE | $5,485 | $6,819-19.6% | $6,164-11.0% | $6,507-15.7% |
| Admin fee / account holder | $28,743 | $7,818+267.6% | $7,285+294.5% | $12,624+127.7% |