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 | $131,920 | $72,492+82.0% | $87,100+51.5% | $72,985+80.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.11% | 24.46%-21.3pp | 28.19%-25.1pp | 81.00%-77.9pp |
| Employer contribution / active EE | $6,260 | $1,894+230.5% | $2,521+148.3% | $2,440+156.6% |
| Participant deferral / active EE | $3,162 | $3,270-3.3% | $4,049-21.9% | $3,607-12.4% |
| Admin fee / account holder | $2,228 | $5,055-55.9% | $7,497-70.3% | $5,124-56.5% |