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 | $208,234 | $77,899+167.3% | $149,673+39.1% | $75,163+177.0% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 7.82% | 31.72%-23.9pp | 134.42%-126.6pp | 160.62%-152.8pp |
| Employer contribution / active EE | $1,832 | $3,137-41.6% | $4,818-62.0% | $2,670-31.4% |
| Participant deferral / active EE | $7,441 | $3,411+118.1% | $5,680+31.0% | $4,125+80.4% |
| Admin fee / account holder | $1,512 | $5,956-74.6% | $13,210-88.6% | $5,651-73.2% |