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 | $154,798 | $77,523+99.7% | $100,383+54.2% | $80,874+91.4% |
| Participation rate | 73.1% | 77.0%-3.8pp | 81.5%-8.4pp | 67.6%+5.5pp |
| Annual return | 11.52% | 37.21%-25.7pp | 49.26%-37.7pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,402 | $2,801-49.9% | $3,944-64.4% | $2,756-49.1% |
| Participant deferral / active EE | $5,812 | $6,822-14.8% | $8,086-28.1% | $4,297+35.3% |
| Admin fee / account holder | $32,213 | $5,899+446.1% | $7,900+307.8% | $6,935+364.5% |