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 | $153,576 | $95,803+60.3% | $113,168+35.7% | $84,808+81.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 1.76% | 25.00%-23.2pp | 24.27%-22.5pp | 40.90%-39.1pp |
| Employer contribution / active EE | $8,182 | $2,360+246.7% | $2,975+175.0% | $2,631+211.0% |
| Participant deferral / active EE | $4,431 | $4,242+4.5% | $5,107-13.2% | $4,212+5.2% |
| Admin fee / account holder | $7,661 | $8,989-14.8% | $12,068-36.5% | $7,344+4.3% |