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 | $196,897 | $127,065+55.0% | $113,168+74.0% | $142,382+38.3% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 6.77% | 24.03%-17.3pp | 24.27%-17.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $977 | $3,442-71.6% | $2,975-67.2% | $4,299-77.3% |
| Participant deferral / active EE | $8,057 | $5,716+40.9% | $5,107+57.8% | $6,507+23.8% |
| Admin fee / account holder | $66,685 | $15,736+323.8% | $12,068+452.6% | $12,624+428.3% |