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 | $139,945 | $56,110+149.4% | $94,993+47.3% | $70,131+99.5% |
| Participation rate | 72.1% | 65.0%+7.1pp | 73.9%-1.8pp | 69.5%+2.6pp |
| Annual return | 10.74% | 51.02%-40.3pp | 27.12%-16.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,700 | $1,442+17.9% | $2,603-34.7% | $2,342-27.4% |
| Participant deferral / active EE | $3,207 | $2,391+34.1% | $3,317-3.3% | $3,332-3.7% |
| Admin fee / account holder | $10,900 | $3,456+215.4% | $4,960+119.7% | $4,645+134.6% |