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 | $180,612 | $58,851+206.9% | $115,157+56.8% | $72,985+147.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | -3.99% | 23.16%-27.1pp | 35.60%-39.6pp | 81.00%-85.0pp |
| Employer contribution / active EE | $1,876 | $1,798+4.4% | $3,179-41.0% | $2,440-23.1% |
| Participant deferral / active EE | $3,286 | $2,643+24.4% | $4,168-21.2% | $3,607-8.9% |
| Admin fee / account holder | $617 | $6,370-90.3% | $7,088-91.3% | $5,124-88.0% |