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 | $218,724 | $95,803+128.3% | $113,168+93.3% | $84,808+157.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 8.48% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,183 | $2,360+34.9% | $2,975+7.0% | $2,631+21.0% |
| Participant deferral / active EE | $3,378 | $4,242-20.4% | $5,107-33.9% | $4,212-19.8% |
| Admin fee / account holder | $12,147 | $8,989+35.1% | $12,068+0.7% | $7,344+65.4% |