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 | $167,050 | $77,419+115.8% | $69,455+140.5% | $152,861+9.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 4.28% | 39.06%-34.8pp | 28.97%-24.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $5,000 | $3,315+50.8% | $2,779+79.9% | $4,762+5.0% |
| Participant deferral / active EE | $1,386 | $4,414-68.6% | $3,535-60.8% | $5,850-76.3% |
| Admin fee / account holder | $1,578 | $6,207-74.6% | $3,839-58.9% | $11,596-86.4% |