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 | $193,164 | $102,317+88.8% | $146,958+31.4% | $80,856+138.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 10.09% | 134.76%-124.7pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,360 | $3,713-9.5% | $4,933-31.9% | $2,755+22.0% |
| Participant deferral / active EE | $7,512 | $6,644+13.1% | $8,070-6.9% | $4,296+74.9% |
| Admin fee / account holder | $7,498 | $7,941-5.6% | $12,998-42.3% | $6,918+8.4% |