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 | $159,089 | $65,365+143.4% | $92,893+71.3% | $72,985+118.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.61% | 42.10%-27.5pp | 109.41%-94.8pp | 81.00%-66.4pp |
| Employer contribution / active EE | $2,895 | $2,594+11.6% | $3,653-20.7% | $2,440+18.7% |
| Participant deferral / active EE | $7,814 | $3,128+149.8% | $4,236+84.5% | $3,607+116.6% |
| Admin fee / account holder | $1,032 | $4,251-75.7% | $5,794-82.2% | $5,124-79.9% |