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 | $140,445 | $70,475+99.3% | $100,516+39.7% | $79,858+75.9% |
| Participation rate | 88.9% | 73.7%+15.2pp | 79.4%+9.5pp | 69.6%+19.3pp |
| Annual return | 10.95% | 21.90%-10.9pp | 30.89%-19.9pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,322 | $2,165-38.9% | $3,418-61.3% | $2,471-46.5% |
| Participant deferral / active EE | $7,663 | $5,181+47.9% | $6,270+22.2% | $3,740+104.9% |
| Admin fee / account holder | $24,952 | $4,478+457.1% | $8,081+208.8% | $5,306+370.2% |