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 | $152,120 | $65,365+132.7% | $92,893+63.8% | $72,985+108.4% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | 4.27% | 42.10%-37.8pp | 109.41%-105.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $3,210 | $2,594+23.7% | $3,653-12.1% | $2,440+31.5% |
| Participant deferral / active EE | $6,333 | $3,128+102.4% | $4,236+49.5% | $3,607+75.6% |
| Admin fee / account holder | $14,990 | $4,251+252.6% | $5,794+158.7% | $5,124+192.5% |