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 | $147,406 | $54,705+169.5% | $71,209+107.0% | $84,808+73.8% |
| Participation rate | 71.7% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.4pp |
| Annual return | 10.45% | 35.90%-25.4pp | 282.51%-272.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,462 | $2,158+60.4% | $2,721+27.2% | $2,631+31.6% |
| Participant deferral / active EE | $5,306 | $3,030+75.1% | $4,175+27.1% | $4,212+26.0% |
| Admin fee / account holder | $10,363 | $4,863+113.1% | $5,349+93.7% | $7,344+41.1% |