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 | $199,784 | $86,929+129.8% | $102,423+95.1% | $80,856+147.1% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.6%+15.1pp |
| Annual return | 9.93% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,543 | $2,369-34.9% | $3,023-49.0% | $2,755-44.0% |
| Participant deferral / active EE | $8,103 | $4,118+96.7% | $5,053+60.4% | $4,296+88.6% |
| Admin fee / account holder | $35,475 | $8,049+340.7% | $9,451+275.4% | $6,918+412.8% |