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 | $193,896 | $85,766+126.1% | $136,294+42.3% | $70,131+176.5% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 12.61% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,204 | $2,966+8.0% | $4,695-31.8% | $2,342+36.8% |
| Participant deferral / active EE | $6,284 | $5,051+24.4% | $6,247+0.6% | $3,332+88.6% |
| Admin fee / account holder | $2,246 | $5,420-58.6% | $9,243-75.7% | $4,645-51.6% |