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 | $188,277 | $93,571+101.2% | $135,903+38.5% | $75,163+150.5% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 14.55% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,842 | $3,537-47.9% | $4,856-62.1% | $2,670-31.0% |
| Participant deferral / active EE | $13,265 | $6,404+107.1% | $7,758+71.0% | $4,125+221.6% |
| Admin fee / account holder | $1,513 | $6,975-78.3% | $10,762-85.9% | $5,651-73.2% |