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 | $182,712 | $93,571+95.3% | $135,903+34.4% | $75,163+143.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.50% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,097 | $3,537-12.4% | $4,856-36.2% | $2,670+16.0% |
| Participant deferral / active EE | $8,410 | $6,404+31.3% | $7,758+8.4% | $4,125+103.9% |
| Admin fee / account holder | $27,866 | $6,975+299.5% | $10,762+158.9% | $5,651+393.1% |