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 | $142,768 | $65,041+119.5% | $90,951+57.0% | $79,858+78.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.91% | 30.45%-24.5pp | 134.60%-128.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $2,622 | $1,247+110.2% | $2,122+23.5% | $2,471+6.1% |
| Participant deferral / active EE | $4,818 | $2,512+91.8% | $3,373+42.8% | $3,740+28.8% |
| Admin fee / account holder | $5,159 | $4,536+13.7% | $5,959-13.4% | $5,306-2.8% |