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 | $148,093 | $70,428+110.3% | $96,562+53.4% | $85,850+72.5% |
| Participation rate | 72.4% | 61.8%+10.6pp | 69.8%+2.6pp | 69.3%+3.1pp |
| Annual return | 10.54% | 18.59%-8.1pp | 37.78%-27.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,484 | $1,413+5.0% | $2,356-37.0% | $2,565-42.2% |
| Participant deferral / active EE | $5,700 | $2,894+97.0% | $3,849+48.1% | $3,952+44.2% |
| Admin fee / account holder | $2,613 | $4,997-47.7% | $6,181-57.7% | $6,260-58.3% |