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 | $180,684 | $63,355+185.2% | $91,989+96.4% | $72,985+147.6% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 1.96% | 35.35%-33.4pp | 69.02%-67.1pp | 81.00%-79.0pp |
| Employer contribution / active EE | $2,569 | $2,116+21.4% | $3,452-25.6% | $2,440+5.3% |
| Participant deferral / active EE | $10,467 | $4,883+114.4% | $5,923+76.7% | $3,607+190.1% |
| Admin fee / account holder | $27,743 | $4,668+494.3% | $7,743+258.3% | $5,124+441.4% |