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 | $157,901 | $76,552+106.3% | $123,892+27.5% | $62,891+151.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.45% | 18.68%-15.2pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,789 | $2,883-3.2% | $4,617-39.6% | $2,281+22.3% |
| Participant deferral / active EE | $8,333 | $4,840+72.2% | $5,984+39.3% | $3,203+160.2% |
| Admin fee / account holder | $33,034 | $4,826+584.5% | $8,357+295.3% | $4,296+669.0% |