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 | $229,243 | $175,202+30.8% | $149,673+53.2% | $139,434+64.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 6.38% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,657 | $5,474-51.5% | $4,818-44.9% | $4,751-44.1% |
| Participant deferral / active EE | $13,603 | $6,519+108.7% | $5,680+139.5% | $6,710+102.7% |
| Admin fee / account holder | $623 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |