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 | $141,633 | $60,892+132.6% | $82,389+71.9% | $84,808+67.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 9.61% | 37.29%-27.7pp | 28.67%-19.1pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,868 | $1,779+117.4% | $2,517+53.7% | $2,631+47.0% |
| Participant deferral / active EE | $4,984 | $3,179+56.8% | $4,155+20.0% | $4,212+18.3% |
| Admin fee / account holder | $7,370 | $5,467+34.8% | $7,231+1.9% | $7,344+0.4% |