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 | $169,524 | $77,813+117.9% | $123,544+37.2% | $64,186+164.1% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.3%-8.1pp | 69.6%+4.6pp |
| Annual return | -8.40% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $611 | $3,014-79.7% | $4,628-86.8% | $2,381-74.4% |
| Participant deferral / active EE | $4,794 | $5,240-8.5% | $6,426-25.4% | $3,470+38.2% |
| Admin fee / account holder | $6,798 | $5,519+23.2% | $9,284-26.8% | $4,888+39.1% |