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 | $208,340 | $94,625+120.2% | $116,228+79.3% | $84,808+145.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.98% | 20.40%-9.4pp | 90.06%-79.1pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,778 | $2,347+18.4% | $2,994-7.2% | $2,631+5.6% |
| Participant deferral / active EE | $8,338 | $3,972+109.9% | $4,953+68.3% | $4,212+98.0% |
| Admin fee / account holder | $1,983 | $10,091-80.4% | $11,989-83.5% | $7,344-73.0% |