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 | $209,764 | $89,355+134.8% | $141,162+48.6% | $72,985+187.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 14.58% | 111.85%-97.3pp | 71.39%-56.8pp | 81.00%-66.4pp |
| Employer contribution / active EE | $2,986 | $3,114-4.1% | $4,735-36.9% | $2,440+22.4% |
| Participant deferral / active EE | $6,058 | $5,418+11.8% | $6,709-9.7% | $3,607+67.9% |
| Admin fee / account holder | $1,069 | $5,958-82.1% | $10,261-89.6% | $5,124-79.1% |