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 | $144,077 | $106,749+35.0% | $145,433-0.9% | $82,448+74.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $6,491 | $3,444+88.4% | $4,554+42.5% | $2,551+154.4% |
| Participant deferral / active EE | $8,985 | $6,519+37.8% | $7,897+13.8% | $4,139+117.1% |
| Admin fee / account holder | $1,185 | $8,390-85.9% | $13,129-91.0% | $7,234-83.6% |