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 | $198,252 | $92,985+113.2% | $153,485+29.2% | $80,856+145.2% |
| Participation rate | 77.4% | 69.0%+8.5pp | 77.1%+0.3pp | 67.6%+9.8pp |
| Annual return | 9.74% | 19.95%-10.2pp | 15.65%-5.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,114 | $3,507-39.7% | $5,039-58.1% | $2,755-23.3% |
| Participant deferral / active EE | $5,461 | $5,178+5.5% | $6,757-19.2% | $4,296+27.1% |
| Admin fee / account holder | $23,905 | $8,880+169.2% | $12,724+87.9% | $6,918+245.6% |