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 | $143,954 | $72,012+99.9% | $185,823-22.5% | $79,858+80.3% |
| Participation rate | 74.1% | 65.8%+8.4pp | 78.0%-3.9pp | 69.6%+4.5pp |
| Annual return | 9.12% | 23.12%-14.0pp | 35.95%-26.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,769 | $1,965+91.8% | $4,087-7.8% | $2,471+52.5% |
| Participant deferral / active EE | $9,190 | $3,779+143.2% | $5,632+63.2% | $3,740+145.7% |
| Admin fee / account holder | $8,691 | $4,513+92.6% | $9,500-8.5% | $5,306+63.8% |