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 | $152,169 | $57,541+164.5% | $95,745+58.9% | $75,163+102.5% |
| Participation rate | 72.9% | 62.5%+10.4pp | 72.3%+0.6pp | 67.2%+5.7pp |
| Annual return | 12.24% | 34.93%-22.7pp | 28.35%-16.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,702 | $1,808-5.9% | $2,835-40.0% | $2,670-36.3% |
| Participant deferral / active EE | $4,394 | $3,074+42.9% | $4,245+3.5% | $4,125+6.5% |
| Admin fee / account holder | $10,712 | $4,099+161.4% | $5,678+88.7% | $5,651+89.6% |