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 | $206,369 | $106,749+93.3% | $145,433+41.9% | $82,448+150.3% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 13.49% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,601 | $3,444-24.5% | $4,554-42.9% | $2,551+2.0% |
| Participant deferral / active EE | $9,916 | $6,519+52.1% | $7,897+25.6% | $4,139+139.6% |
| Admin fee / account holder | $19,651 | $8,390+134.2% | $13,129+49.7% | $7,234+171.6% |