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 | $156,512 | $95,561+63.8% | $77,163+102.8% | $139,434+12.2% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 6.88% | 54.92%-48.0pp | 37.87%-31.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,621 | $3,147-16.7% | $2,535+3.4% | $4,751-44.8% |
| Participant deferral / active EE | $1,204 | $4,624-74.0% | $3,833-68.6% | $6,710-82.1% |
| Admin fee / account holder | $14,950 | $8,295+80.2% | $5,472+173.2% | $11,403+31.1% |