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 | $174,986 | $93,571+87.0% | $135,903+28.8% | $75,163+132.8% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 14.10% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,815 | $3,537+7.9% | $4,856-21.4% | $2,670+42.9% |
| Participant deferral / active EE | $3,075 | $6,404-52.0% | $7,758-60.4% | $4,125-25.4% |
| Admin fee / account holder | $2,324 | $6,975-66.7% | $10,762-78.4% | $5,651-58.9% |