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 | $200,478 | $153,772+30.4% | $133,980+49.6% | $273,961-26.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.43% | 36.51%-36.1pp | 29.30%-28.9pp | 41.45%-41.0pp |
| Employer contribution / active EE | $6,472 | $6,029+7.3% | $5,211+24.2% | $4,869+32.9% |
| Participant deferral / active EE | $9,497 | $6,958+36.5% | $6,282+51.2% | $5,287+79.6% |
| Admin fee / account holder | $40,994 | $11,765+248.5% | $9,324+339.7% | $10,132+304.6% |