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 3-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 | $186,807 | $77,314+141.6% | $177,989+5.0% | $80,856+131.0% |
| Participation rate | 73.3% | 65.7%+7.6pp | 77.1%-3.8pp | 67.6%+5.7pp |
| Annual return | 9.82% | 18.09%-8.3pp | 294.48%-284.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,299 | $2,292+0.3% | $3,949-41.8% | $2,755-16.6% |
| Participant deferral / active EE | $6,233 | $4,411+41.3% | $6,276-0.7% | $4,296+45.1% |
| Admin fee / account holder | $33,114 | $7,191+360.5% | $10,363+219.5% | $6,918+378.7% |