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 | $156,020 | $98,750+58.0% | $149,696+4.2% | $79,858+95.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 10.98% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,717 | $3,216+46.6% | $4,644+1.6% | $2,471+90.9% |
| Participant deferral / active EE | $5,961 | $5,680+4.9% | $6,842-12.9% | $3,740+59.4% |
| Admin fee / account holder | $3,712 | $6,053-38.7% | $9,309-60.1% | $5,306-30.0% |