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 | $196,418 | $93,571+109.9% | $135,903+44.5% | $75,163+161.3% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 1.03% | 30.90%-29.9pp | 68.23%-67.2pp | 160.62%-159.6pp |
| Employer contribution / active EE | $2,562 | $3,537-27.6% | $4,856-47.2% | $2,670-4.1% |
| Participant deferral / active EE | $8,305 | $6,404+29.7% | $7,758+7.0% | $4,125+101.3% |
| Admin fee / account holder | $10,392 | $6,975+49.0% | $10,762-3.4% | $5,651+83.9% |