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 | $209,403 | $175,202+19.5% | $149,673+39.9% | $139,434+50.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 7.54% | 166.71%-159.2pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $3,493 | $5,474-36.2% | $4,818-27.5% | $4,751-26.5% |
| Participant deferral / active EE | $11,386 | $6,519+74.7% | $5,680+100.5% | $6,710+69.7% |
| Admin fee / account holder | $23,234 | $16,150+43.9% | $13,210+75.9% | $11,403+103.8% |