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 | $205,743 | $91,552+124.7% | $133,956+53.6% | $79,858+157.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.96% | 61.85%-59.9pp | 45.09%-43.1pp | 31.71%-29.8pp |
| Employer contribution / active EE | $2,415 | $2,384+1.3% | $3,919-38.4% | $2,471-2.3% |
| Participant deferral / active EE | $5,412 | $3,733+45.0% | $5,048+7.2% | $3,740+44.7% |
| Admin fee / account holder | $17,249 | $6,321+172.9% | $8,927+93.2% | $5,306+225.1% |