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 | $190,791 | $77,899+144.9% | $149,673+27.5% | $75,163+153.8% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 13.07% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,319 | $3,137+5.8% | $4,818-31.1% | $2,670+24.3% |
| Participant deferral / active EE | $9,303 | $3,411+172.7% | $5,680+63.8% | $4,125+125.5% |
| Admin fee / account holder | $32,285 | $5,956+442.0% | $13,210+144.4% | $5,651+471.3% |