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 | $244,929 | $74,927+226.9% | $101,794+140.6% | $84,808+188.8% |
| Participation rate | 75.6% | 61.4%+14.2pp | 69.2%+6.4pp | 68.3%+7.3pp |
| Annual return | 12.50% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,397 | $1,522+123.3% | $2,289+48.4% | $2,631+29.1% |
| Participant deferral / active EE | $5,134 | $3,099+65.7% | $4,084+25.7% | $4,212+21.9% |
| Admin fee / account holder | $54,193 | $6,514+732.0% | $8,777+517.4% | $7,344+638.0% |