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 | $197,930 | $58,523+238.2% | $99,443+99.0% | $72,985+171.2% |
| Participation rate | 96.2% | 64.6%+31.5pp | 73.8%+22.3pp | 69.5%+26.7pp |
| Annual return | 11.98% | 28.51%-16.5pp | 30.72%-18.7pp | 81.00%-69.0pp |
| Employer contribution / active EE | $1,410 | $1,512-6.7% | $2,540-44.5% | $2,440-42.2% |
| Participant deferral / active EE | $8,660 | $2,606+232.3% | $3,619+139.3% | $3,607+140.1% |
| Admin fee / account holder | $3,401 | $4,102-17.1% | $6,250-45.6% | $5,124-33.6% |