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 | $181,153 | $74,927+141.8% | $101,794+78.0% | $84,808+113.6% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 10.41% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,657 | $1,522+8.9% | $2,289-27.6% | $2,631-37.0% |
| Participant deferral / active EE | $5,045 | $3,099+62.8% | $4,084+23.5% | $4,212+19.8% |
| Admin fee / account holder | $54,953 | $6,514+743.6% | $8,777+526.1% | $7,344+648.3% |