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 | $176,669 | $95,803+84.4% | $113,168+56.1% | $84,808+108.3% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 10.20% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $5,556 | $2,360+135.4% | $2,975+86.7% | $2,631+111.2% |
| Participant deferral / active EE | $2,922 | $4,242-31.1% | $5,107-42.8% | $4,212-30.6% |
| Admin fee / account holder | $11,722 | $8,989+30.4% | $12,068-2.9% | $7,344+59.6% |