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 | $244,210 | $94,625+158.1% | $116,228+110.1% | $84,808+188.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.77% | 20.40%-9.6pp | 90.06%-79.3pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,314 | $2,347-1.4% | $2,994-22.7% | $2,631-12.1% |
| Participant deferral / active EE | $3,517 | $3,972-11.4% | $4,953-29.0% | $4,212-16.5% |
| Admin fee / account holder | $7,660 | $10,091-24.1% | $11,989-36.1% | $7,344+4.3% |