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 | $144,111 | $76,552+88.3% | $123,892+16.3% | $62,891+129.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.27% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $8,226 | $2,883+185.4% | $4,617+78.2% | $2,281+260.6% |
| Participant deferral / active EE | $6,297 | $4,840+30.1% | $5,984+5.2% | $3,203+96.6% |
| Admin fee / account holder | $6,720 | $4,826+39.2% | $8,357-19.6% | $4,296+56.4% |