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 | $157,373 | $53,516+194.1% | $126,539+24.4% | $84,808+85.6% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 6.00% | 58.34%-52.3pp | 425.95%-419.9pp | 40.90%-34.9pp |
| Employer contribution / active EE | $1,941 | $1,535+26.5% | $3,674-47.2% | $2,631-26.2% |
| Participant deferral / active EE | $5,484 | $2,671+105.3% | $4,083+34.3% | $4,212+30.2% |
| Admin fee / account holder | $5,677 | $4,497+26.3% | $6,065-6.4% | $7,344-22.7% |