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 | $192,205 | $80,717+138.1% | $154,803+24.2% | $84,808+126.6% |
| Participation rate | 90.5% | 66.8%+23.7pp | 78.1%+12.4pp | 68.3%+22.2pp |
| Annual return | 12.46% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,331 | $2,761+56.9% | $4,305+0.6% | $2,631+64.6% |
| Participant deferral / active EE | $3,469 | $3,303+5.0% | $5,540-37.4% | $4,212-17.6% |
| Admin fee / account holder | $2,051 | $6,746-69.6% | $14,329-85.7% | $7,344-72.1% |