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 | $184,829 | $95,803+92.9% | $113,168+63.3% | $84,808+117.9% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 11.12% | 25.00%-13.9pp | 24.27%-13.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,310 | $2,360-2.1% | $2,975-22.3% | $2,631-12.2% |
| Participant deferral / active EE | $4,196 | $4,242-1.1% | $5,107-17.8% | $4,212-0.4% |
| Admin fee / account holder | $70,242 | $8,989+681.4% | $12,068+482.1% | $7,344+856.5% |