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 | $148,285 | $72,277+105.2% | $101,248+46.5% | $79,858+85.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.44% | 22.30%-11.9pp | 46.47%-36.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,738 | $2,692+38.9% | $3,660+2.1% | $2,471+51.3% |
| Participant deferral / active EE | $10,843 | $3,282+230.4% | $4,370+148.1% | $3,740+189.9% |
| Admin fee / account holder | $9,184 | $4,400+108.7% | $5,945+54.5% | $5,306+73.1% |