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 | $210,292 | $93,571+124.7% | $135,903+54.7% | $75,163+179.8% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 13.85% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,627 | $3,537+30.8% | $4,856-4.7% | $2,670+73.3% |
| Participant deferral / active EE | $11,727 | $6,404+83.1% | $7,758+51.2% | $4,125+184.3% |
| Admin fee / account holder | $46,032 | $6,975+559.9% | $10,762+327.7% | $5,651+714.6% |