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 | $186,013 | $105,931+75.6% | $81,930+127.0% | $158,922+17.0% |
| Participation rate | 95.7% | 75.6%+20.0pp | 72.0%+23.7pp | 82.0%+13.7pp |
| Annual return | 2.93% | 38.17%-35.2pp | 29.49%-26.6pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,816 | $7,800-63.9% | $4,310-34.7% | $4,761-40.8% |
| Participant deferral / active EE | $3,892 | $13,003-70.1% | $7,107-45.2% | $5,982-34.9% |
| Admin fee / account holder | $9,089 | $8,489+7.1% | $5,158+76.2% | $11,246-19.2% |