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 | $119,256 | $22,587+428.0% | $65,255+82.8% | $75,163+58.7% |
| Participation rate | 73.1% | 63.1%+10.0pp | 65.0%+8.1pp | 67.2%+5.9pp |
| Annual return | 10.28% | 71.03%-60.7pp | 47.35%-37.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,371 | $941+45.8% | $1,691-18.9% | $2,670-48.6% |
| Participant deferral / active EE | $3,118 | $1,695+83.9% | $2,831+10.1% | $4,125-24.4% |
| Admin fee / account holder | $3,253 | $1,876+73.4% | $4,112-20.9% | $5,651-42.4% |