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 | $152,776 | $72,277+111.4% | $101,248+50.9% | $79,858+91.3% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | 5.98% | 22.30%-16.3pp | 46.47%-40.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $3,174 | $2,692+17.9% | $3,660-13.3% | $2,471+28.5% |
| Participant deferral / active EE | $7,940 | $3,282+142.0% | $4,370+81.7% | $3,740+112.3% |
| Admin fee / account holder | $10,355 | $4,400+135.3% | $5,945+74.2% | $5,306+95.1% |