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 | $153,293 | $87,013+76.2% | $106,213+44.3% | $80,856+89.6% |
| Participation rate | 71.7% | 70.4%+1.3pp | 75.3%-3.6pp | 67.6%+4.1pp |
| Annual return | 10.01% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,229 | $2,395+34.8% | $3,171+1.8% | $2,755+17.2% |
| Participant deferral / active EE | $4,265 | $3,986+7.0% | $5,016-15.0% | $4,296-0.7% |
| Admin fee / account holder | $55,171 | $8,431+554.4% | $11,033+400.1% | $6,918+697.5% |