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 | $176,995 | $86,929+103.6% | $102,423+72.8% | $80,856+118.9% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 9.17% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,208 | $2,369-6.8% | $3,023-27.0% | $2,755-19.9% |
| Participant deferral / active EE | $5,105 | $4,118+24.0% | $5,053+1.0% | $4,296+18.8% |
| Admin fee / account holder | $18,687 | $8,049+132.2% | $9,451+97.7% | $6,918+170.1% |