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 | $206,743 | $70,475+193.4% | $100,516+105.7% | $79,858+158.9% |
| Participation rate | 97.3% | 73.7%+23.6pp | 79.4%+17.9pp | 69.6%+27.7pp |
| Annual return | 10.48% | 21.90%-11.4pp | 30.89%-20.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,454 | $2,165+13.4% | $3,418-28.2% | $2,471-0.7% |
| Participant deferral / active EE | $4,869 | $5,181-6.0% | $6,270-22.3% | $3,740+30.2% |
| Admin fee / account holder | $61,237 | $4,478+1267.4% | $8,081+657.8% | $5,306+1054.0% |