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 | $149,569 | $77,503+93.0% | $100,391+49.0% | $80,856+85.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.02% | 37.20%-27.2pp | 49.20%-39.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $10,824 | $2,801+286.4% | $3,942+174.6% | $2,755+292.9% |
| Participant deferral / active EE | $9,125 | $6,820+33.8% | $8,082+12.9% | $4,296+112.4% |
| Admin fee / account holder | $8,844 | $5,897+50.0% | $7,899+12.0% | $6,918+27.8% |