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 | $186,500 | $76,367+144.2% | $93,606+99.2% | $72,985+155.5% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+18.0pp | 69.5%+24.4pp |
| Annual return | 6.17% | 25.82%-19.6pp | 32.76%-26.6pp | 81.00%-74.8pp |
| Employer contribution / active EE | $9,524 | $2,275+318.6% | $2,718+250.4% | $2,440+290.4% |
| Participant deferral / active EE | $7,202 | $3,538+103.6% | $4,069+77.0% | $3,607+99.6% |
| Admin fee / account holder | $9,155 | $6,838+33.9% | $7,888+16.1% | $5,124+78.6% |