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 | $203,485 | $91,538+122.3% | $129,995+56.5% | $75,163+170.7% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 12.09% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,110 | $2,845-61.0% | $4,320-74.3% | $2,670-58.4% |
| Participant deferral / active EE | $2,151 | $4,341-50.4% | $5,820-63.0% | $4,125-47.9% |
| Admin fee / account holder | $3,954 | $6,790-41.8% | $10,614-62.8% | $5,651-30.0% |