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 | $167,043 | $109,881+52.0% | $150,045+11.3% | $84,808+97.0% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 13.46% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,721 | $3,561+4.5% | $4,693-20.7% | $2,631+41.4% |
| Participant deferral / active EE | $4,966 | $6,636-25.2% | $7,997-37.9% | $4,212+17.9% |
| Admin fee / account holder | $15,546 | $8,568+81.4% | $13,435+15.7% | $7,344+111.7% |