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 | $180,719 | $77,896+132.0% | $134,172+34.7% | $82,448+119.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 6.33% | 18.21%-11.9pp | 25.30%-19.0pp | 41.64%-35.3pp |
| Employer contribution / active EE | $2,277 | $2,159+5.5% | $3,420-33.4% | $2,551-10.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,295 | $6,336-32.2% | $12,016-64.3% | $7,234-40.6% |