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 | $181,050 | $115,770+56.4% | $101,248+78.8% | $158,922+13.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 4.53% | 56.14%-51.6pp | 46.47%-41.9pp | 302.83%-298.3pp |
| Employer contribution / active EE | $4,507 | $4,175+8.0% | $3,660+23.2% | $4,761-5.3% |
| Participant deferral / active EE | $6,361 | $4,957+28.3% | $4,370+45.5% | $5,982+6.3% |
| Admin fee / account holder | $17,083 | $7,245+135.8% | $5,945+187.3% | $11,246+51.9% |