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 | $187,416 | $91,538+104.7% | $129,995+44.2% | $75,163+149.3% |
| Participation rate | 70.8% | 71.4%-0.6pp | 78.5%-7.7pp | 67.2%+3.6pp |
| Annual return | 12.15% | -631.11%+643.3pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $9,428 | $2,845+231.4% | $4,320+118.3% | $2,670+253.1% |
| Participant deferral / active EE | $4,798 | $4,341+10.5% | $5,820-17.6% | $4,125+16.3% |
| Admin fee / account holder | $48,963 | $6,790+621.1% | $10,614+361.3% | $5,651+766.5% |