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 | $203,465 | $98,750+106.0% | $149,696+35.9% | $79,858+154.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 2.97% | 27.43%-24.5pp | 276.60%-273.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $4,046 | $3,216+25.8% | $4,644-12.9% | $2,471+63.8% |
| Participant deferral / active EE | $9,511 | $5,680+67.4% | $6,842+39.0% | $3,740+154.3% |
| Admin fee / account holder | $1,895 | $6,053-68.7% | $9,309-79.6% | $5,306-64.3% |