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 | $172,000 | $93,571+83.8% | $135,903+26.6% | $75,163+128.8% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,266 | $3,537+48.9% | $4,856+8.4% | $2,670+97.2% |
| Participant deferral / active EE | $6,436 | $6,404+0.5% | $7,758-17.0% | $4,125+56.0% |
| Admin fee / account holder | $3,943 | $6,975-43.5% | $10,762-63.4% | $5,651-30.2% |