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 | $152,209 | $118,450+28.5% | $98,439+54.6% | $139,434+9.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 6.44% | 18.94%-12.5pp | 21.16%-14.7pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,996 | $3,609-44.7% | $3,048-34.5% | $4,751-58.0% |
| Participant deferral / active EE | $4,287 | $5,392-20.5% | $4,738-9.5% | $6,710-36.1% |
| Admin fee / account holder | $505 | $14,026-96.4% | $8,948-94.4% | $11,403-95.6% |