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 | $158,341 | $103,376+53.2% | $87,100+81.8% | $152,861+3.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 9.84% | 28.10%-18.3pp | 28.19%-18.3pp | 345.32%-335.5pp |
| Employer contribution / active EE | $9,091 | $3,220+182.3% | $2,521+260.6% | $4,762+90.9% |
| Participant deferral / active EE | $3,290 | $4,778-31.1% | $4,049-18.7% | $5,850-43.8% |
| Admin fee / account holder | $3,060 | $12,205-74.9% | $7,497-59.2% | $11,596-73.6% |