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 | $173,838 | $111,814+55.5% | $103,374+68.2% | $145,959+19.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.45% | 24.77%-24.3pp | 24.89%-24.4pp | 561.95%-561.5pp |
| Employer contribution / active EE | $7,062 | $4,214+67.6% | $3,869+82.5% | $4,661+51.5% |
| Participant deferral / active EE | $2,578 | $5,618-54.1% | $5,058-49.0% | $6,689-61.5% |
| Admin fee / account holder | $1,979 | $9,754-79.7% | $8,394-76.4% | $13,398-85.2% |