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 | $206,341 | $89,753+129.9% | $107,525+91.9% | $84,808+143.3% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 11.06% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,282 | $3,113-26.7% | $3,754-39.2% | $2,631-13.3% |
| Participant deferral / active EE | $5,533 | $4,056+36.4% | $5,116+8.2% | $4,212+31.4% |
| Admin fee / account holder | $100,830 | $7,222+1296.1% | $8,919+1030.5% | $7,344+1273.0% |