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 | $146,562 | $72,277+102.8% | $101,248+44.8% | $79,858+83.5% |
| Participation rate | 86.9% | 68.5%+18.4pp | 75.8%+11.1pp | 69.6%+17.3pp |
| Annual return | 5.70% | 22.30%-16.6pp | 46.47%-40.8pp | 31.71%-26.0pp |
| Employer contribution / active EE | $8,661 | $2,692+221.8% | $3,660+136.7% | $2,471+250.5% |
| Participant deferral / active EE | $1,820 | $3,282-44.5% | $4,370-58.4% | $3,740-51.3% |
| Admin fee / account holder | $8,056 | $4,400+83.1% | $5,945+35.5% | $5,306+51.8% |