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 | $184,504 | $83,477+121.0% | $125,175+47.4% | $72,985+152.8% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.5%+3.6pp |
| Annual return | 11.05% | 25.78%-14.7pp | 43.79%-32.7pp | 81.00%-69.9pp |
| Employer contribution / active EE | $1,161 | $2,345-50.5% | $3,865-70.0% | $2,440-52.4% |
| Participant deferral / active EE | $3,771 | $3,585+5.2% | $4,937-23.6% | $3,607+4.5% |
| Admin fee / account holder | $4,735 | $5,517-14.2% | $9,702-51.2% | $5,124-7.6% |