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 | $134,367 | $72,277+85.9% | $101,248+32.7% | $79,858+68.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.63% | 22.30%-14.7pp | 46.47%-38.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $4,313 | $2,692+60.2% | $3,660+17.8% | $2,471+74.5% |
| Participant deferral / active EE | $3,944 | $3,282+20.2% | $4,370-9.8% | $3,740+5.5% |
| Admin fee / account holder | $892 | $4,400-79.7% | $5,945-85.0% | $5,306-83.2% |