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 | $197,100 | $87,013+126.5% | $106,213+85.6% | $80,856+143.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.6%+24.4pp |
| Annual return | 9.05% | 17.05%-8.0pp | 116.14%-107.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,694 | $2,395+12.5% | $3,171-15.1% | $2,755-2.2% |
| Participant deferral / active EE | $4,300 | $3,986+7.9% | $5,016-14.3% | $4,296+0.1% |
| Admin fee / account holder | $27,278 | $8,431+223.5% | $11,033+147.2% | $6,918+294.3% |