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 | $194,883 | $105,181+85.3% | $159,436+22.2% | $85,850+127.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 9.77% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.8pp |
| Employer contribution / active EE | $870 | $3,318-73.8% | $4,829-82.0% | $2,565-66.1% |
| Participant deferral / active EE | $8,299 | $5,945+39.6% | $7,352+12.9% | $3,952+110.0% |
| Admin fee / account holder | $1,949 | $6,933-71.9% | $10,799-82.0% | $6,260-68.9% |