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 | $194,222 | $76,552+153.7% | $123,892+56.8% | $62,891+208.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.96% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,835 | $2,883+67.7% | $4,617+4.7% | $2,281+112.0% |
| Participant deferral / active EE | $8,843 | $4,840+82.7% | $5,984+47.8% | $3,203+176.1% |
| Admin fee / account holder | $11,202 | $4,826+132.1% | $8,357+34.0% | $4,296+160.8% |