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 | $188,434 | $78,672+139.5% | $109,143+72.6% | $85,850+119.5% |
| Participation rate | 95.8% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.5pp |
| Annual return | 10.66% | 25.09%-14.4pp | 25.75%-15.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,744 | $2,735-36.2% | $3,722-53.2% | $2,565-32.0% |
| Participant deferral / active EE | $3,975 | $3,467+14.6% | $4,653-14.6% | $3,952+0.6% |
| Admin fee / account holder | $18,961 | $5,469+246.7% | $6,752+180.8% | $6,260+202.9% |