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 | $196,567 | $104,664+87.8% | $85,682+129.4% | $167,490+17.4% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 7.54% | 21.45%-13.9pp | 21.49%-14.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,803 | $3,337-46.0% | $2,618-31.1% | $4,837-62.7% |
| Participant deferral / active EE | $3,672 | $4,824-23.9% | $3,923-6.4% | $6,341-42.1% |
| Admin fee / account holder | $13,698 | $10,032+36.5% | $6,873+99.3% | $12,309+11.3% |