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 | $203,368 | $87,013+133.7% | $106,213+91.5% | $80,856+151.5% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.3%+5.4pp | 67.6%+13.0pp |
| Annual return | 9.61% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,245 | $2,395-48.0% | $3,171-60.7% | $2,755-54.8% |
| Participant deferral / active EE | $6,947 | $3,986+74.3% | $5,016+38.5% | $4,296+61.7% |
| Admin fee / account holder | $26,494 | $8,431+214.2% | $11,033+140.1% | $6,918+283.0% |