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 | $148,984 | $80,717+84.6% | $154,803-3.8% | $84,808+75.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.91% | 37.96%-28.0pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $4,058 | $2,761+47.0% | $4,305-5.7% | $2,631+54.3% |
| Participant deferral / active EE | $4,602 | $3,303+39.3% | $5,540-16.9% | $4,212+9.3% |
| Admin fee / account holder | $1,531 | $6,746-77.3% | $14,329-89.3% | $7,344-79.2% |