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 | $147,419 | $79,944+84.4% | $98,439+49.8% | $75,163+96.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 6.56% | 19.75%-13.2pp | 21.16%-14.6pp | 160.62%-154.1pp |
| Employer contribution / active EE | $4,973 | $2,264+119.7% | $3,048+63.2% | $2,670+86.3% |
| Participant deferral / active EE | $4,919 | $3,752+31.1% | $4,738+3.8% | $4,125+19.2% |
| Admin fee / account holder | $29,648 | $6,840+333.5% | $8,948+231.4% | $5,651+424.7% |