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 | $191,319 | $77,503+146.9% | $100,391+90.6% | $80,856+136.6% |
| Participation rate | 82.4% | 76.9%+5.4pp | 81.5%+0.9pp | 67.6%+14.7pp |
| Annual return | 10.86% | 37.20%-26.3pp | 49.20%-38.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,070 | $2,801-26.1% | $3,942-47.5% | $2,755-24.9% |
| Participant deferral / active EE | $5,429 | $6,820-20.4% | $8,082-32.8% | $4,296+26.4% |
| Admin fee / account holder | $38,095 | $5,897+546.0% | $7,899+382.3% | $6,918+450.7% |