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 | $174,156 | $86,929+100.3% | $102,423+70.0% | $80,856+115.4% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 8.96% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,206 | $2,369-6.9% | $3,023-27.0% | $2,755-19.9% |
| Participant deferral / active EE | $4,328 | $4,118+5.1% | $5,053-14.4% | $4,296+0.7% |
| Admin fee / account holder | $16,016 | $8,049+99.0% | $9,451+69.5% | $6,918+131.5% |