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 | $204,183 | $78,520+160.0% | $96,576+111.4% | $82,448+147.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 12.13% | 41.30%-29.2pp | 38.47%-26.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,240 | $2,630-14.8% | $3,553-37.0% | $2,551-12.2% |
| Participant deferral / active EE | $4,771 | $6,754-29.4% | $7,956-40.0% | $4,139+15.3% |
| Admin fee / account holder | $7,858 | $13,455-41.6% | $11,381-31.0% | $7,234+8.6% |