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 | $160,760 | $95,803+67.8% | $113,168+42.1% | $84,808+89.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.57% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,369 | $2,360+0.4% | $2,975-20.4% | $2,631-9.9% |
| Participant deferral / active EE | $4,568 | $4,242+7.7% | $5,107-10.6% | $4,212+8.5% |
| Admin fee / account holder | $22,997 | $8,989+155.8% | $12,068+90.6% | $7,344+213.2% |