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 | $156,580 | $77,503+102.0% | $100,391+56.0% | $80,856+93.7% |
| Participation rate | 93.6% | 76.9%+16.7pp | 81.5%+12.1pp | 67.6%+26.0pp |
| Annual return | 10.28% | 37.20%-26.9pp | 49.20%-38.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,907 | $2,801-31.9% | $3,942-51.6% | $2,755-30.8% |
| Participant deferral / active EE | $5,253 | $6,820-23.0% | $8,082-35.0% | $4,296+22.3% |
| Admin fee / account holder | $762 | $5,897-87.1% | $7,899-90.4% | $6,918-89.0% |