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 | $151,734 | $74,927+102.5% | $101,794+49.1% | $84,808+78.9% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 4.71% | 18.70%-14.0pp | 30.53%-25.8pp | 40.90%-36.2pp |
| Employer contribution / active EE | $7,971 | $1,522+423.8% | $2,289+248.3% | $2,631+203.0% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,584 | $6,514-14.3% | $8,777-36.4% | $7,344-24.0% |