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 | $146,549 | $68,547+113.8% | $120,354+21.8% | $80,856+81.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 7.81% | 23.60%-15.8pp | 107.15%-99.3pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,569 | $2,051+25.3% | $3,463-25.8% | $2,755-6.7% |
| Participant deferral / active EE | $2,187 | $3,173-31.1% | $4,991-56.2% | $4,296-49.1% |
| Admin fee / account holder | $5,327 | $5,732-7.1% | $9,423-43.5% | $6,918-23.0% |