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 | $147,780 | $95,803+54.3% | $113,168+30.6% | $84,808+74.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 6.76% | 25.00%-18.2pp | 24.27%-17.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $7,619 | $2,360+222.9% | $2,975+156.1% | $2,631+189.6% |
| Participant deferral / active EE | $7,191 | $4,242+69.5% | $5,107+40.8% | $4,212+70.7% |
| Admin fee / account holder | $10,405 | $8,989+15.7% | $12,068-13.8% | $7,344+41.7% |