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 | $190,889 | $63,355+201.3% | $91,989+107.5% | $72,985+161.5% |
| Participation rate | 88.1% | 72.5%+15.6pp | 78.6%+9.5pp | 69.5%+18.6pp |
| Annual return | 17.50% | 35.35%-17.8pp | 69.02%-51.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,140 | $2,116+1.2% | $3,452-38.0% | $2,440-12.3% |
| Participant deferral / active EE | $3,963 | $4,883-18.8% | $5,923-33.1% | $3,607+9.8% |
| Admin fee / account holder | $5,962 | $4,668+27.7% | $7,743-23.0% | $5,124+16.3% |