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 | $148,298 | $80,673+83.8% | $101,326+46.4% | $84,808+74.9% |
| Participation rate | 87.1% | 77.8%+9.4pp | 81.5%+5.6pp | 68.3%+18.8pp |
| Annual return | 11.19% | 38.95%-27.8pp | 36.82%-25.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,595 | $2,698-3.8% | $3,665-29.2% | $2,631-1.4% |
| Participant deferral / active EE | $6,618 | $6,840-3.3% | $7,994-17.2% | $4,212+57.1% |
| Admin fee / account holder | $44,288 | $12,784+246.4% | $11,185+296.0% | $7,344+503.1% |