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 | $191,749 | $95,803+100.1% | $113,168+69.4% | $84,808+126.1% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 11.54% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,507 | $2,360+6.2% | $2,975-15.7% | $2,631-4.7% |
| Participant deferral / active EE | $6,034 | $4,242+42.2% | $5,107+18.2% | $4,212+43.3% |
| Admin fee / account holder | $51,548 | $8,989+473.5% | $12,068+327.2% | $7,344+601.9% |