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 | $178,692 | $85,766+108.3% | $136,294+31.1% | $70,131+154.8% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 12.63% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,196 | $2,966-26.0% | $4,695-53.2% | $2,342-6.3% |
| Participant deferral / active EE | $4,333 | $5,051-14.2% | $6,247-30.6% | $3,332+30.1% |
| Admin fee / account holder | $10,157 | $5,420+87.4% | $9,243+9.9% | $4,645+118.6% |