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 | $186,568 | $95,453+95.5% | $112,040+66.5% | $82,448+126.3% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 11.46% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,721 | $2,318-25.7% | $2,954-41.7% | $2,551-32.5% |
| Participant deferral / active EE | $2,007 | $4,224-52.5% | $5,098-60.6% | $4,139-51.5% |
| Admin fee / account holder | $61,276 | $9,013+579.8% | $12,098+406.5% | $7,234+747.0% |