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 | $164,919 | $89,753+83.7% | $107,525+53.4% | $84,808+94.5% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 9.84% | 29.48%-19.6pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $7,360 | $3,113+136.4% | $3,754+96.1% | $2,631+179.7% |
| Participant deferral / active EE | $4,818 | $4,056+18.8% | $5,116-5.8% | $4,212+14.4% |
| Admin fee / account holder | $3,317 | $7,222-54.1% | $8,919-62.8% | $7,344-54.8% |