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 | $150,223 | $89,753+67.4% | $107,525+39.7% | $84,808+77.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 6.01% | 29.48%-23.5pp | 181.32%-175.3pp | 40.90%-34.9pp |
| Employer contribution / active EE | $14,149 | $3,113+354.5% | $3,754+277.0% | $2,631+437.8% |
| Participant deferral / active EE | $5,347 | $4,056+31.8% | $5,116+4.5% | $4,212+27.0% |
| Admin fee / account holder | $1,382 | $7,222-80.9% | $8,919-84.5% | $7,344-81.2% |