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 | $151,125 | $102,966+46.8% | $90,281+67.4% | $152,861-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.24% | 95.16%-93.9pp | 78.10%-76.9pp | 345.32%-344.1pp |
| Employer contribution / active EE | $3,181 | $3,139+1.3% | $2,854+11.4% | $4,762-33.2% |
| Participant deferral / active EE | $3,668 | $4,281-14.3% | $3,885-5.6% | $5,850-37.3% |
| Admin fee / account holder | $7,383 | $6,171+19.6% | $5,351+38.0% | $11,596-36.3% |