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 | $148,189 | $58,828+151.9% | $77,999+90.0% | $62,891+135.6% |
| Participation rate | 90.4% | 71.1%+19.3pp | 75.5%+14.9pp | 69.3%+21.1pp |
| Annual return | 0.22% | 17.16%-16.9pp | 425.96%-425.7pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,505 | $1,672-10.0% | $2,470-39.1% | $2,281-34.0% |
| Participant deferral / active EE | $4,781 | $2,686+78.0% | $3,497+36.7% | $3,203+49.3% |
| Admin fee / account holder | $2,538 | $4,393-42.2% | $5,480-53.7% | $4,296-40.9% |