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 | $180,539 | $109,413+65.0% | $156,263+15.5% | $84,808+112.9% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 12.22% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,017 | $2,907-65.0% | $4,333-76.5% | $2,631-61.4% |
| Participant deferral / active EE | $2,368 | $4,590-48.4% | $6,158-61.5% | $4,212-43.8% |
| Admin fee / account holder | $12,494 | $9,357+33.5% | $14,255-12.4% | $7,344+70.1% |