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 | $186,871 | $89,753+108.2% | $107,525+73.8% | $84,808+120.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 5.70% | 29.48%-23.8pp | 181.32%-175.6pp | 40.90%-35.2pp |
| Employer contribution / active EE | $8,684 | $3,113+178.9% | $3,754+131.3% | $2,631+230.1% |
| Participant deferral / active EE | $4,629 | $4,056+14.1% | $5,116-9.5% | $4,212+9.9% |
| Admin fee / account holder | $9,591 | $7,222+32.8% | $8,919+7.5% | $7,344+30.6% |