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 | $248,703 | $74,927+231.9% | $101,794+144.3% | $84,808+193.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 11.69% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,674 | $1,522+141.4% | $2,289+60.5% | $2,631+39.6% |
| Participant deferral / active EE | $6,765 | $3,099+118.3% | $4,084+65.6% | $4,212+60.6% |
| Admin fee / account holder | $5,510 | $6,514-15.4% | $8,777-37.2% | $7,344-25.0% |