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 | $197,723 | $132,049+49.7% | $200,582-1.4% | $74,304+166.1% |
| Participation rate | 93.3% | 84.1%+9.2pp | 86.9%+6.4pp | 60.3%+32.9pp |
| Annual return | 14.11% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $4,385 | $4,558-3.8% | $6,419-31.7% | $2,241+95.7% |
| Participant deferral / active EE | $5,723 | $7,213-20.7% | $9,331-38.7% | $3,767+51.9% |
| Admin fee / account holder | $21,499 | $2,405+794.1% | $16,305+31.9% | $2,969+624.1% |