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 | $202,425 | $89,355+126.5% | $141,162+43.4% | $72,985+177.4% |
| Participation rate | 73.4% | 75.1%-1.7pp | 82.5%-9.1pp | 69.5%+3.9pp |
| Annual return | 18.65% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $820 | $3,114-73.7% | $4,735-82.7% | $2,440-66.4% |
| Participant deferral / active EE | $7,253 | $5,418+33.9% | $6,709+8.1% | $3,607+101.1% |
| Admin fee / account holder | $14,819 | $5,958+148.7% | $10,261+44.4% | $5,124+189.2% |