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 | $205,085 | $89,355+129.5% | $141,162+45.3% | $72,985+181.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 18.65% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,797 | $3,114+54.0% | $4,735+1.3% | $2,440+96.6% |
| Participant deferral / active EE | $7,451 | $5,418+37.5% | $6,709+11.1% | $3,607+106.6% |
| Admin fee / account holder | $15,724 | $5,958+163.9% | $10,261+53.2% | $5,124+206.8% |