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 | $174,481 | $45,073+287.1% | $69,455+151.2% | $72,985+139.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.95% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $5,089 | $2,054+147.8% | $2,779+83.1% | $2,440+108.6% |
| Participant deferral / active EE | $7,089 | $2,602+172.5% | $3,535+100.5% | $3,607+96.5% |
| Admin fee / account holder | $16,706 | $3,056+446.7% | $3,839+335.1% | $5,124+226.0% |