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 | $155,275 | $89,753+73.0% | $107,525+44.4% | $84,808+83.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.81% | 29.48%-19.7pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,478 | $3,113-20.4% | $3,754-34.0% | $2,631-5.8% |
| Participant deferral / active EE | $5,198 | $4,056+28.1% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $18,934 | $7,222+162.2% | $8,919+112.3% | $7,344+157.8% |