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 | $185,741 | $89,355+107.9% | $141,162+31.6% | $72,985+154.5% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 17.70% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,871 | $3,114-39.9% | $4,735-60.5% | $2,440-23.3% |
| Participant deferral / active EE | $5,569 | $5,418+2.8% | $6,709-17.0% | $3,607+54.4% |
| Admin fee / account holder | $47,347 | $5,958+694.7% | $10,261+361.4% | $5,124+824.0% |