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 | $182,564 | $101,724+79.5% | $164,813+10.8% | $80,856+125.8% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.6%+12.8pp |
| Annual return | 4.05% | 16.72%-12.7pp | 69.93%-65.9pp | 35.59%-31.5pp |
| Employer contribution / active EE | $886 | $2,953-70.0% | $4,341-79.6% | $2,755-67.8% |
| Participant deferral / active EE | $2,587 | $4,477-42.2% | $6,031-57.1% | $4,296-39.8% |
| Admin fee / account holder | $7,479 | $8,227-9.1% | $12,690-41.1% | $6,918+8.1% |