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 | $191,458 | $78,672+143.4% | $109,143+75.4% | $85,850+123.0% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.4pp |
| Annual return | 11.16% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,691 | $2,735+35.0% | $3,722-0.8% | $2,565+43.9% |
| Participant deferral / active EE | $6,872 | $3,467+98.2% | $4,653+47.7% | $3,952+73.9% |
| Admin fee / account holder | $3,899 | $5,469-28.7% | $6,752-42.3% | $6,260-37.7% |