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 | $190,399 | $81,460+133.7% | $103,333+84.3% | $80,856+135.5% |
| Participation rate | 87.9% | 66.8%+21.0pp | 74.5%+13.4pp | 67.6%+20.2pp |
| Annual return | 10.17% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,311 | $3,105+38.8% | $3,868+11.5% | $2,755+56.5% |
| Participant deferral / active EE | $7,239 | $3,869+87.1% | $5,057+43.1% | $4,296+68.5% |
| Admin fee / account holder | $6,546 | $6,566-0.3% | $8,355-21.6% | $6,918-5.4% |