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 | $195,167 | $60,892+220.5% | $82,389+136.9% | $84,808+130.1% |
| Participation rate | 81.8% | 63.3%+18.6pp | 69.5%+12.3pp | 68.3%+13.5pp |
| Annual return | 12.94% | 37.29%-24.4pp | 28.67%-15.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,461 | $1,779+38.3% | $2,517-2.2% | $2,631-6.5% |
| Participant deferral / active EE | $7,270 | $3,179+128.7% | $4,155+75.0% | $4,212+72.6% |
| Admin fee / account holder | $1,834 | $5,467-66.5% | $7,231-74.6% | $7,344-75.0% |