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 | $198,562 | $80,673+146.1% | $101,326+96.0% | $84,808+134.1% |
| Participation rate | 74.4% | 77.8%-3.4pp | 81.5%-7.1pp | 68.3%+6.0pp |
| Annual return | 13.18% | 38.95%-25.8pp | 36.82%-23.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,903 | $2,698-29.5% | $3,665-48.1% | $2,631-27.7% |
| Participant deferral / active EE | $4,893 | $6,840-28.5% | $7,994-38.8% | $4,212+16.2% |
| Admin fee / account holder | $2,307 | $12,784-82.0% | $11,185-79.4% | $7,344-68.6% |