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 | $225,700 | $127,065+77.6% | $113,168+99.4% | $142,382+58.5% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 7.73% | 24.03%-16.3pp | 24.27%-16.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,817 | $3,442-47.2% | $2,975-38.9% | $4,299-57.7% |
| Participant deferral / active EE | $3,717 | $5,716-35.0% | $5,107-27.2% | $6,507-42.9% |
| Admin fee / account holder | $85,814 | $15,736+445.3% | $12,068+611.1% | $12,624+579.8% |