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 | $150,198 | $70,428+113.3% | $96,562+55.5% | $85,850+75.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.54% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,309 | $1,413+63.4% | $2,356-2.0% | $2,565-10.0% |
| Participant deferral / active EE | $6,036 | $2,894+108.6% | $3,849+56.8% | $3,952+52.7% |
| Admin fee / account holder | $5,021 | $4,997+0.5% | $6,181-18.8% | $6,260-19.8% |