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 | $154,428 | $60,022+157.3% | $88,946+73.6% | $84,808+82.1% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 12.56% | 22.43%-9.9pp | 57.82%-45.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,023 | $1,703+77.5% | $2,555+18.3% | $2,631+14.9% |
| Participant deferral / active EE | $6,762 | $3,114+117.1% | $4,581+47.6% | $4,212+60.5% |
| Admin fee / account holder | $6,519 | $4,811+35.5% | $8,261-21.1% | $7,344-11.2% |