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 | $166,365 | $117,983+41.0% | $101,794+63.4% | $142,382+16.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 9.09% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,217 | $2,773-20.1% | $2,289-3.2% | $4,299-48.4% |
| Participant deferral / active EE | $6,182 | $4,714+31.1% | $4,084+51.4% | $6,507-5.0% |
| Admin fee / account holder | $7,097 | $10,433-32.0% | $8,777-19.1% | $12,624-43.8% |