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 | $167,904 | $65,365+156.9% | $92,893+80.7% | $72,985+130.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.87% | 42.10%-40.2pp | 109.41%-107.5pp | 81.00%-79.1pp |
| Employer contribution / active EE | $3,072 | $2,594+18.4% | $3,653-15.9% | $2,440+25.9% |
| Participant deferral / active EE | $4,501 | $3,128+43.9% | $4,236+6.3% | $3,607+24.8% |
| Admin fee / account holder | $2,049 | $4,251-51.8% | $5,794-64.6% | $5,124-60.0% |