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 | $209,092 | $98,750+111.7% | $149,696+39.7% | $79,858+161.8% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 7.70% | 27.43%-19.7pp | 276.60%-268.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,794 | $3,216-13.1% | $4,644-39.8% | $2,471+13.1% |
| Participant deferral / active EE | $11,884 | $5,680+109.2% | $6,842+73.7% | $3,740+217.7% |
| Admin fee / account holder | $648 | $6,053-89.3% | $9,309-93.0% | $5,306-87.8% |