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 | $198,573 | $91,190+117.8% | $178,490+11.3% | $79,858+148.7% |
| Participation rate | 85.4% | 69.2%+16.2pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 0.51% | 24.19%-23.7pp | 151.07%-150.6pp | 31.71%-31.2pp |
| Employer contribution / active EE | $6,745 | $3,256+107.2% | $5,011+34.6% | $2,471+173.0% |
| Participant deferral / active EE | $3,517 | $3,236+8.7% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $4,282 | $6,751-36.6% | $13,984-69.4% | $5,306-19.3% |