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 | $160,221 | $94,625+69.3% | $116,228+37.9% | $84,808+88.9% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.6%+6.1pp | 68.3%+12.3pp |
| Annual return | 7.55% | 20.40%-12.9pp | 90.06%-82.5pp | 40.90%-33.4pp |
| Employer contribution / active EE | $1,074 | $2,347-54.2% | $2,994-64.1% | $2,631-59.2% |
| Participant deferral / active EE | $5,724 | $3,972+44.1% | $4,953+15.6% | $4,212+35.9% |
| Admin fee / account holder | $31,677 | $10,091+213.9% | $11,989+164.2% | $7,344+331.3% |