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 | $172,054 | $106,749+61.2% | $145,433+18.3% | $82,448+108.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.47% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,492 | $3,444+1.4% | $4,554-23.3% | $2,551+36.9% |
| Participant deferral / active EE | $8,958 | $6,519+37.4% | $7,897+13.4% | $4,139+116.4% |
| Admin fee / account holder | $45,316 | $8,390+440.1% | $13,129+245.2% | $7,234+526.4% |