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 | $136,368 | $51,638+164.1% | $68,368+99.5% | $82,448+65.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.62% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,789 | $2,047+36.3% | $2,649+5.3% | $2,551+9.3% |
| Participant deferral / active EE | $2,855 | $2,914-2.0% | $4,123-30.8% | $4,139-31.0% |
| Admin fee / account holder | $352 | $4,643-92.4% | $5,150-93.2% | $7,234-95.1% |