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 | $179,880 | $58,512+207.4% | $84,015+114.1% | $72,985+146.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 4.93% | 28.93%-24.0pp | 71.31%-66.4pp | 81.00%-76.1pp |
| Employer contribution / active EE | $4,659 | $1,163+300.6% | $1,983+134.9% | $2,440+91.0% |
| Participant deferral / active EE | $3,234 | $2,394+35.1% | $3,239-0.1% | $3,607-10.3% |
| Admin fee / account holder | $2,647 | $4,569-42.1% | $6,101-56.6% | $5,124-48.3% |