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 | $207,950 | $91,552+127.1% | $133,956+55.2% | $79,858+160.4% |
| Participation rate | 76.2% | 73.3%+2.8pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 9.89% | 61.85%-52.0pp | 45.09%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,696 | $2,384-28.8% | $3,919-56.7% | $2,471-31.3% |
| Participant deferral / active EE | $4,018 | $3,733+7.6% | $5,048-20.4% | $3,740+7.4% |
| Admin fee / account holder | $3,124 | $6,321-50.6% | $8,927-65.0% | $5,306-41.1% |