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 | $167,479 | $71,050+135.7% | $93,606+78.9% | $80,856+107.1% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.6%+17.1pp |
| Annual return | 9.71% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,633 | $1,564+4.4% | $2,420-32.5% | $2,755-40.7% |
| Participant deferral / active EE | $3,653 | $4,034-9.4% | $4,411-17.2% | $4,296-15.0% |
| Admin fee / account holder | $3,312 | $6,945-52.3% | $8,285-60.0% | $6,918-52.1% |