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 | $148,291 | $106,515+39.2% | $96,683+53.4% | $139,434+6.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.50% | 38.43%-29.9pp | 35.69%-27.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,599 | $4,103-61.0% | $3,737-57.2% | $4,751-66.4% |
| Participant deferral / active EE | $7,699 | $5,454+41.2% | $4,878+57.8% | $6,710+14.7% |
| Admin fee / account holder | $86,281 | $7,877+995.4% | $6,730+1182.1% | $11,403+656.7% |