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 | $141,245 | $83,477+69.2% | $125,175+12.8% | $72,985+93.5% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 3.86% | 25.78%-21.9pp | 43.79%-39.9pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,137 | $2,345-51.5% | $3,865-70.6% | $2,440-53.4% |
| Participant deferral / active EE | $4,179 | $3,585+16.6% | $4,937-15.3% | $3,607+15.9% |
| Admin fee / account holder | $44,425 | $5,517+705.2% | $9,702+357.9% | $5,124+766.9% |