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 | $182,675 | $98,750+85.0% | $149,696+22.0% | $79,858+128.7% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 12.31% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,907 | $3,216-40.7% | $4,644-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $9,640 | $5,680+69.7% | $6,842+40.9% | $3,740+157.8% |
| Admin fee / account holder | $45,605 | $6,053+653.5% | $9,309+389.9% | $5,306+759.5% |