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 | $190,493 | $102,605+85.7% | $145,661+30.8% | $84,808+124.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 12.72% | 26.50%-13.8pp | 101.46%-88.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,616 | $3,325+8.8% | $4,238-14.7% | $2,631+37.5% |
| Participant deferral / active EE | $5,126 | $5,750-10.9% | $7,198-28.8% | $4,212+21.7% |
| Admin fee / account holder | $2,285 | $8,758-73.9% | $12,466-81.7% | $7,344-68.9% |