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 | $160,407 | $55,706+188.0% | $75,886+111.4% | $72,985+119.8% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.3%+14.9pp | 69.5%+14.7pp |
| Annual return | 15.65% | 27.59%-11.9pp | 30.76%-15.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $3,742 | $1,687+121.9% | $2,500+49.6% | $2,440+53.4% |
| Participant deferral / active EE | $4,838 | $2,634+83.7% | $3,603+34.3% | $3,607+34.1% |
| Admin fee / account holder | $14,644 | $3,978+268.1% | $5,418+170.3% | $5,124+185.8% |