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 | $162,653 | $86,922+87.1% | $102,438+58.8% | $80,874+101.1% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 8.93% | 18.90%-10.0pp | 29.37%-20.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,341 | $2,369-1.2% | $3,024-22.6% | $2,756-15.0% |
| Participant deferral / active EE | $4,383 | $4,119+6.4% | $5,054-13.3% | $4,297+2.0% |
| Admin fee / account holder | $34,608 | $8,050+329.9% | $9,448+266.3% | $6,935+399.0% |