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 | $126,185 | $83,477+51.2% | $125,175+0.8% | $72,985+72.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.45% | 25.78%-21.3pp | 43.79%-39.3pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,567 | $2,345+9.4% | $3,865-33.6% | $2,440+5.2% |
| Participant deferral / active EE | $5,864 | $3,585+63.5% | $4,937+18.8% | $3,607+62.5% |
| Admin fee / account holder | $5,001 | $5,517-9.4% | $9,702-48.5% | $5,124-2.4% |