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 | $188,183 | $86,929+116.5% | $102,423+83.7% | $80,856+132.7% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 9.10% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $952 | $2,369-59.8% | $3,023-68.5% | $2,755-65.5% |
| Participant deferral / active EE | $4,144 | $4,118+0.6% | $5,053-18.0% | $4,296-3.5% |
| Admin fee / account holder | $1,892 | $8,049-76.5% | $9,451-80.0% | $6,918-72.6% |