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 | $152,621 | $45,035+238.9% | $62,995+142.3% | $70,131+117.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.90% | 18.76%-7.9pp | 87.57%-76.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $7,762 | $2,051+278.4% | $2,759+181.3% | $2,342+231.4% |
| Participant deferral / active EE | $1,916 | $2,465-22.3% | $3,329-42.5% | $3,332-42.5% |
| Admin fee / account holder | $6,651 | $2,834+134.7% | $3,600+84.8% | $4,645+43.2% |