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 | $206,369 | $109,881+87.8% | $150,045+37.5% | $84,808+143.3% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 13.49% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,601 | $3,561-27.0% | $4,693-44.6% | $2,631-1.1% |
| Participant deferral / active EE | $9,916 | $6,636+49.4% | $7,997+24.0% | $4,212+135.5% |
| Admin fee / account holder | $19,651 | $8,568+129.3% | $13,435+46.3% | $7,344+167.6% |