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 | $182,742 | $101,883+79.4% | $453,369-59.7% | $85,850+112.9% |
| Participation rate | 74.1% | 72.3%+1.8pp | 78.0%-3.9pp | 69.3%+4.8pp |
| Annual return | 8.77% | 25.38%-16.6pp | 64.40%-55.6pp | 318.53%-309.8pp |
| Employer contribution / active EE | $9,812 | $2,847+244.6% | $4,070+141.1% | $2,565+282.5% |
| Participant deferral / active EE | $5,036 | $4,782+5.3% | $6,209-18.9% | $3,952+27.4% |
| Admin fee / account holder | $9,572 | $5,706+67.8% | $11,209-14.6% | $6,260+52.9% |