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 | $231,884 | $95,453+142.9% | $112,040+107.0% | $82,448+181.2% |
| Participation rate | 73.8% | 72.8%+1.1pp | 76.5%-2.7pp | 68.1%+5.7pp |
| Annual return | 10.55% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,756 | $2,318-24.2% | $2,954-40.6% | $2,551-31.2% |
| Participant deferral / active EE | $6,745 | $4,224+59.7% | $5,098+32.3% | $4,139+62.9% |
| Admin fee / account holder | $24,299 | $9,013+169.6% | $12,098+100.8% | $7,234+235.9% |