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 | $133,420 | $72,492+84.0% | $87,100+53.2% | $72,985+82.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.43% | 24.46%-22.0pp | 28.19%-25.8pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,190 | $1,894-37.1% | $2,521-52.8% | $2,440-51.2% |
| Participant deferral / active EE | $5,334 | $3,270+63.1% | $4,049+31.7% | $3,607+47.8% |
| Admin fee / account holder | $3,651 | $5,055-27.8% | $7,497-51.3% | $5,124-28.8% |