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 | $180,717 | $78,422+130.4% | $95,952+88.3% | $79,858+126.3% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 8.73% | 19.37%-10.6pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,074 | $1,945+6.6% | $2,541-18.4% | $2,471-16.1% |
| Participant deferral / active EE | $4,204 | $3,440+22.2% | $4,167+0.9% | $3,740+12.4% |
| Admin fee / account holder | $477 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |