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 | $190,915 | $89,753+112.7% | $107,525+77.6% | $84,808+125.1% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 12.15% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,518 | $3,113-19.1% | $3,754-32.9% | $2,631-4.3% |
| Participant deferral / active EE | $6,032 | $4,056+48.7% | $5,116+17.9% | $4,212+43.2% |
| Admin fee / account holder | $4,919 | $7,222-31.9% | $8,919-44.8% | $7,344-33.0% |