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 | $141,140 | $81,460+73.3% | $103,333+36.6% | $80,856+74.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.69% | 25.55%-21.9pp | 24.88%-21.2pp | 35.59%-31.9pp |
| Employer contribution / active EE | $13,040 | $3,105+319.9% | $3,868+237.1% | $2,755+373.4% |
| Participant deferral / active EE | $6,775 | $3,869+75.1% | $5,057+34.0% | $4,296+57.7% |
| Admin fee / account holder | $6,180 | $6,566-5.9% | $8,355-26.0% | $6,918-10.7% |