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 | $139,801 | $72,492+92.9% | $87,100+60.5% | $72,985+91.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.41% | 24.46%-19.0pp | 28.19%-22.8pp | 81.00%-75.6pp |
| Employer contribution / active EE | $2,348 | $1,894+24.0% | $2,521-6.9% | $2,440-3.7% |
| Participant deferral / active EE | $6,790 | $3,270+107.7% | $4,049+67.7% | $3,607+88.2% |
| Admin fee / account holder | $7,282 | $5,055+44.1% | $7,497-2.9% | $5,124+42.1% |