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 | $202,703 | $86,286+134.9% | $111,297+82.1% | $85,850+136.1% |
| Participation rate | 91.2% | 73.3%+17.8pp | 77.3%+13.9pp | 69.3%+21.9pp |
| Annual return | 10.83% | 19.99%-9.2pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,136 | $2,043-44.4% | $2,731-58.4% | $2,565-55.7% |
| Participant deferral / active EE | $2,523 | $3,641-30.7% | $4,487-43.8% | $3,952-36.1% |
| Admin fee / account holder | $7,798 | $8,188-4.8% | $7,964-2.1% | $6,260+24.6% |