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 | $193,717 | $86,929+122.8% | $102,423+89.1% | $80,856+139.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.90% | 18.88%-11.0pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $3,112 | $2,369+31.3% | $3,023+2.9% | $2,755+13.0% |
| Participant deferral / active EE | $7,291 | $4,118+77.0% | $5,053+44.3% | $4,296+69.7% |
| Admin fee / account holder | $2,581 | $8,049-67.9% | $9,451-72.7% | $6,918-62.7% |