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 | $192,406 | $107,452+79.1% | $91,541+110.2% | $142,382+35.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 8.51% | 22.06%-13.5pp | 20.50%-12.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,388 | $2,994-20.3% | $2,505-4.7% | $4,299-44.5% |
| Participant deferral / active EE | $6,304 | $4,754+32.6% | $4,008+57.3% | $6,507-3.1% |
| Admin fee / account holder | $370 | $8,834-95.8% | $6,956-94.7% | $12,624-97.1% |