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 | $218,072 | $83,477+161.2% | $125,175+74.2% | $72,985+198.8% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 6.25% | 25.78%-19.5pp | 43.79%-37.5pp | 81.00%-74.8pp |
| Employer contribution / active EE | $2,092 | $2,345-10.8% | $3,865-45.9% | $2,440-14.3% |
| Participant deferral / active EE | $4,641 | $3,585+29.5% | $4,937-6.0% | $3,607+28.7% |
| Admin fee / account holder | $3,407 | $5,517-38.2% | $9,702-64.9% | $5,124-33.5% |