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 | $184,400 | $95,453+93.2% | $112,040+64.6% | $82,448+123.7% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 11.00% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,582 | $2,318-31.8% | $2,954-46.5% | $2,551-38.0% |
| Participant deferral / active EE | $4,745 | $4,224+12.4% | $5,098-6.9% | $4,139+14.6% |
| Admin fee / account holder | $24,320 | $9,013+169.8% | $12,098+101.0% | $7,234+236.2% |