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 | $137,450 | $56,114+144.9% | $96,139+43.0% | $85,850+60.1% |
| Participation rate | 78.6% | 56.7%+21.9pp | 68.4%+10.1pp | 69.3%+9.3pp |
| Annual return | 10.60% | 42.30%-31.7pp | 191.94%-181.3pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,030 | $1,620+25.3% | $2,797-27.4% | $2,565-20.9% |
| Participant deferral / active EE | $4,744 | $2,859+65.9% | $4,349+9.1% | $3,952+20.1% |
| Admin fee / account holder | $1,190 | $3,768-68.4% | $5,537-78.5% | $6,260-81.0% |