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 | $225,010 | $83,477+169.5% | $125,175+79.8% | $72,985+208.3% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.5%+22.8pp |
| Annual return | 4.63% | 25.78%-21.1pp | 43.79%-39.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,909 | $2,345-18.6% | $3,865-50.6% | $2,440-21.8% |
| Participant deferral / active EE | $9,237 | $3,585+157.6% | $4,937+87.1% | $3,607+156.1% |
| Admin fee / account holder | $48,332 | $5,517+776.0% | $9,702+398.2% | $5,124+843.2% |