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 | $179,189 | $55,706+221.7% | $75,886+136.1% | $72,985+145.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 4.63% | 27.59%-23.0pp | 30.76%-26.1pp | 81.00%-76.4pp |
| Employer contribution / active EE | $4,463 | $1,687+164.6% | $2,500+78.5% | $2,440+82.9% |
| Participant deferral / active EE | $5,855 | $2,634+122.3% | $3,603+62.5% | $3,607+62.3% |
| Admin fee / account holder | $2,237 | $3,978-43.8% | $5,418-58.7% | $5,124-56.4% |