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 | $149,589 | $87,135+71.7% | $206,214-27.5% | $116,875+28.0% |
| Participation rate | 83.9% | 76.8%+7.1pp | 82.4%+1.6pp | 74.5%+9.4pp |
| Annual return | 9.27% | 22.51%-13.2pp | -1.60%+10.9pp | 16.29%-7.0pp |
| Employer contribution / active EE | $5,400 | $3,046+77.3% | $5,967-9.5% | $3,288+64.2% |
| Participant deferral / active EE | $5,755 | $3,898+47.7% | $4,649+23.8% | $3,885+48.1% |
| Admin fee / account holder | $123,333 | $8,630+1329.2% | $13,671+802.1% | $12,263+905.8% |