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 | $187,354 | $99,985+87.4% | $146,665+27.7% | $85,850+118.2% |
| Participation rate | 72.2% | 73.1%-0.8pp | 80.1%-7.8pp | 69.3%+2.9pp |
| Annual return | 10.47% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,044 | $2,559-59.2% | $4,136-74.8% | $2,565-59.3% |
| Participant deferral / active EE | $5,585 | $4,006+39.4% | $5,506+1.4% | $3,952+41.3% |
| Admin fee / account holder | $23,897 | $7,702+210.3% | $10,280+132.5% | $6,260+281.8% |