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 | $190,254 | $91,552+107.8% | $133,956+42.0% | $79,858+138.2% |
| Participation rate | 79.6% | 73.3%+6.2pp | 79.8%-0.2pp | 69.6%+10.0pp |
| Annual return | 9.42% | 61.85%-52.4pp | 45.09%-35.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,257 | $2,384-47.3% | $3,919-67.9% | $2,471-49.1% |
| Participant deferral / active EE | $3,801 | $3,733+1.8% | $5,048-24.7% | $3,740+1.6% |
| Admin fee / account holder | $3,991 | $6,321-36.9% | $8,927-55.3% | $5,306-24.8% |