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 | $244,416 | $60,022+307.2% | $88,946+174.8% | $84,808+188.2% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 7.17% | 22.43%-15.3pp | 57.82%-50.6pp | 40.90%-33.7pp |
| Employer contribution / active EE | $2,221 | $1,703+30.5% | $2,555-13.1% | $2,631-15.6% |
| Participant deferral / active EE | $3,565 | $3,114+14.5% | $4,581-22.2% | $4,212-15.4% |
| Admin fee / account holder | $1,249 | $4,811-74.0% | $8,261-84.9% | $7,344-83.0% |