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 | $78,520+152.9% | $96,576+105.6% | $82,448+140.8% |
| Participation rate | 74.4% | 77.7%-3.4pp | 81.4%-7.1pp | 68.1%+6.3pp |
| Annual return | 13.18% | 41.30%-28.1pp | 38.47%-25.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,903 | $2,630-27.6% | $3,553-46.4% | $2,551-25.4% |
| Participant deferral / active EE | $4,893 | $6,754-27.6% | $7,956-38.5% | $4,139+18.2% |
| Admin fee / account holder | $2,307 | $13,455-82.9% | $11,381-79.7% | $7,234-68.1% |