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 | $194,043 | $86,286+124.9% | $111,297+74.3% | $85,850+126.0% |
| Participation rate | 96.1% | 73.3%+22.7pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 10.58% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,095 | $2,043-46.4% | $2,731-59.9% | $2,565-57.3% |
| Participant deferral / active EE | $6,582 | $3,641+80.8% | $4,487+46.7% | $3,952+66.6% |
| Admin fee / account holder | $6,308 | $8,188-23.0% | $7,964-20.8% | $6,260+0.8% |