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 | $145,801 | $45,073+223.5% | $69,455+109.9% | $72,985+99.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 1.14% | 22.65%-21.5pp | 28.97%-27.8pp | 81.00%-79.9pp |
| Employer contribution / active EE | $18,441 | $2,054+797.8% | $2,779+563.6% | $2,440+655.8% |
| Participant deferral / active EE | $4,308 | $2,602+65.6% | $3,535+21.8% | $3,607+19.4% |
| Admin fee / account holder | $14,288 | $3,056+367.6% | $3,839+272.1% | $5,124+178.8% |