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 | $141,017 | $63,861+120.8% | $104,607+34.8% | $79,858+76.6% |
| Participation rate | 72.4% | 64.9%+7.5pp | 74.1%-1.7pp | 69.6%+2.8pp |
| Annual return | 9.82% | 21.30%-11.5pp | 340.46%-330.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,541 | $1,588-3.0% | $2,681-42.5% | $2,471-37.6% |
| Participant deferral / active EE | $4,206 | $2,693+56.2% | $3,740+12.5% | $3,740+12.5% |
| Admin fee / account holder | $20,695 | $4,185+394.5% | $6,473+219.7% | $5,306+290.0% |