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 7-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 | $142,251 | $95,803+48.5% | $113,168+25.7% | $84,808+67.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.56% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $4,017 | $2,360+70.2% | $2,975+35.0% | $2,631+52.7% |
| Participant deferral / active EE | $2,661 | $4,242-37.3% | $5,107-47.9% | $4,212-36.8% |
| Admin fee / account holder | $5,272 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |