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 | $179,859 | $72,277+148.8% | $101,248+77.6% | $79,858+125.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.83% | 22.30%-14.5pp | 46.47%-38.6pp | 31.71%-23.9pp |
| Employer contribution / active EE | $13,267 | $2,692+392.9% | $3,660+262.5% | $2,471+436.9% |
| Participant deferral / active EE | $2,353 | $3,282-28.3% | $4,370-46.2% | $3,740-37.1% |
| Admin fee / account holder | $6,466 | $4,400+47.0% | $5,945+8.8% | $5,306+21.9% |