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 | $173,284 | $60,349+187.1% | $74,183+133.6% | $62,891+175.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.55% | 21.37%-18.8pp | 17.74%-15.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $5,419 | $1,680+222.5% | $2,370+128.7% | $2,281+137.6% |
| Participant deferral / active EE | $2,638 | $2,856-7.6% | $3,550-25.7% | $3,203-17.6% |
| Admin fee / account holder | $1,412 | $4,261-66.9% | $5,586-74.7% | $4,296-67.1% |