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 | $200,798 | $89,753+123.7% | $107,525+86.7% | $84,808+136.8% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 12.22% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,112 | $3,113-64.3% | $3,754-70.4% | $2,631-57.7% |
| Participant deferral / active EE | $5,246 | $4,056+29.3% | $5,116+2.5% | $4,212+24.6% |
| Admin fee / account holder | $1,568 | $7,222-78.3% | $8,919-82.4% | $7,344-78.7% |