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 | $157,479 | $94,625+66.4% | $116,228+35.5% | $84,808+85.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.38% | 20.40%-10.0pp | 90.06%-79.7pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,246 | $2,347-4.3% | $2,994-25.0% | $2,631-14.6% |
| Participant deferral / active EE | $3,628 | $3,972-8.6% | $4,953-26.7% | $4,212-13.8% |
| Admin fee / account holder | $2,039 | $10,091-79.8% | $11,989-83.0% | $7,344-72.2% |