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 7-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 | $150,516 | $72,277+108.2% | $101,248+48.7% | $79,858+88.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.52% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,109 | $2,692-58.8% | $3,660-69.7% | $2,471-55.1% |
| Participant deferral / active EE | $4,397 | $3,282+34.0% | $4,370+0.6% | $3,740+17.6% |
| Admin fee / account holder | $5,479 | $4,400+24.5% | $5,945-7.9% | $5,306+3.2% |