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 | $112,442 | $55,706+101.8% | $75,886+48.2% | $72,985+54.1% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.3%+25.7pp | 69.5%+25.5pp |
| Annual return | 13.45% | 27.59%-14.1pp | 30.76%-17.3pp | 81.00%-67.6pp |
| Employer contribution / active EE | $4,167 | $1,687+147.0% | $2,500+66.6% | $2,440+70.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,275 | $3,978-42.8% | $5,418-58.0% | $5,124-55.6% |