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 9-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 | $109,100 | $78,926+38.2% | $136,749-20.2% | $84,808+28.6% |
| Participation rate | 72.4% | 62.2%+10.2pp | 72.1%+0.2pp | 68.3%+4.1pp |
| Annual return | 10.47% | 18.17%-7.7pp | 24.33%-13.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $6,005 | $2,134+181.4% | $3,400+76.7% | $2,631+128.3% |
| Participant deferral / active EE | $7,130 | $3,168+125.0% | $4,692+52.0% | $4,212+69.3% |
| Admin fee / account holder | $10,078 | $6,369+58.2% | $11,386-11.5% | $7,344+37.2% |