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 | $200,584 | $91,407+119.4% | $135,903+47.6% | $71,457+180.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 81.9%-1.9pp | 67.9%+12.1pp |
| Annual return | 14.00% | 29.90%-15.9pp | 68.23%-54.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,514 | $3,703-32.1% | $4,856-48.2% | $2,588-2.9% |
| Participant deferral / active EE | $4,968 | $7,092-30.0% | $7,758-36.0% | $4,289+15.8% |
| Admin fee / account holder | $2,448 | $1,266+93.4% | $10,762-77.2% | $1,587+54.2% |