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 | $88,672+69.4% | $105,223+42.8% | $82,448+82.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.01% | 30.86%-24.8pp | 180.65%-174.6pp | 41.64%-35.6pp |
| Employer contribution / active EE | $14,149 | $3,048+364.2% | $3,689+283.6% | $2,551+454.7% |
| Participant deferral / active EE | $5,347 | $4,036+32.5% | $5,072+5.4% | $4,139+29.2% |
| Admin fee / account holder | $1,382 | $7,146-80.7% | $8,859-84.4% | $7,234-80.9% |