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 | $144,599 | $94,625+52.8% | $116,228+24.4% | $84,808+70.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.32% | 20.40%-10.1pp | 90.06%-79.7pp | 40.90%-30.6pp |
| Employer contribution / active EE | $4,404 | $2,347+87.7% | $2,994+47.1% | $2,631+67.4% |
| Participant deferral / active EE | $6,333 | $3,972+59.5% | $4,953+27.9% | $4,212+50.4% |
| Admin fee / account holder | $9,808 | $10,091-2.8% | $11,989-18.2% | $7,344+33.5% |