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 | $239,447 | $105,181+127.7% | $159,436+50.2% | $85,850+178.9% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 11.85% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,419 | $3,318-57.2% | $4,829-70.6% | $2,565-44.7% |
| Participant deferral / active EE | $6,832 | $5,945+14.9% | $7,352-7.1% | $3,952+72.9% |
| Admin fee / account holder | $4,776 | $6,933-31.1% | $10,799-55.8% | $6,260-23.7% |