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 | $211,014 | $72,277+192.0% | $101,248+108.4% | $79,858+164.2% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 9.17% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $6,561 | $2,692+143.7% | $3,660+79.3% | $2,471+165.5% |
| Participant deferral / active EE | $8,744 | $3,282+166.4% | $4,370+100.1% | $3,740+133.8% |
| Admin fee / account holder | $1,062 | $4,400-75.9% | $5,945-82.1% | $5,306-80.0% |