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 | $157,433 | $76,552+105.7% | $123,892+27.1% | $62,891+150.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.75% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,180 | $2,883-24.4% | $4,617-52.8% | $2,281-4.4% |
| Participant deferral / active EE | $3,198 | $4,840-33.9% | $5,984-46.6% | $3,203-0.2% |
| Admin fee / account holder | $9,709 | $4,826+101.2% | $8,357+16.2% | $4,296+126.0% |