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 | $122,663 | $78,422+56.4% | $95,952+27.8% | $79,858+53.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.84% | 19.37%-9.5pp | 91.61%-81.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $829 | $1,945-57.4% | $2,541-67.4% | $2,471-66.5% |
| Participant deferral / active EE | $3,523 | $3,440+2.4% | $4,167-15.5% | $3,740-5.8% |
| Admin fee / account holder | $3,619 | $5,622-35.6% | $6,795-46.7% | $5,306-31.8% |