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 | $194,378 | $99,985+94.4% | $146,665+32.5% | $85,850+126.4% |
| Participation rate | 71.6% | 73.1%-1.5pp | 80.1%-8.5pp | 69.3%+2.3pp |
| Annual return | 7.71% | 18.93%-11.2pp | 22.74%-15.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $2,039 | $2,559-20.3% | $4,136-50.7% | $2,565-20.5% |
| Participant deferral / active EE | $4,411 | $4,006+10.1% | $5,506-19.9% | $3,952+11.6% |
| Admin fee / account holder | $12,347 | $7,702+60.3% | $10,280+20.1% | $6,260+97.2% |