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 | $176,039 | $72,492+142.8% | $87,100+102.1% | $72,985+141.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.46% | 24.46%-20.0pp | 28.19%-23.7pp | 81.00%-76.5pp |
| Employer contribution / active EE | $6,087 | $1,894+221.4% | $2,521+141.4% | $2,440+149.5% |
| Participant deferral / active EE | $4,067 | $3,270+24.4% | $4,049+0.4% | $3,607+12.7% |
| Admin fee / account holder | $11,690 | $5,055+131.3% | $7,497+55.9% | $5,124+128.1% |