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 | $201,718 | $86,929+132.0% | $102,423+96.9% | $80,856+149.5% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.6%+28.7pp |
| Annual return | 9.30% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,817 | $2,369-23.3% | $3,023-39.9% | $2,755-34.0% |
| Participant deferral / active EE | $2,689 | $4,118-34.7% | $5,053-46.8% | $4,296-37.4% |
| Admin fee / account holder | $48,661 | $8,049+504.6% | $9,451+414.9% | $6,918+603.4% |