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 | $182,687 | $78,520+132.7% | $96,576+89.2% | $82,448+121.6% |
| Participation rate | 73.5% | 77.7%-4.2pp | 81.4%-7.9pp | 68.1%+5.5pp |
| Annual return | 12.08% | 41.30%-29.2pp | 38.47%-26.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,535 | $2,630-3.6% | $3,553-28.7% | $2,551-0.6% |
| Participant deferral / active EE | $8,117 | $6,754+20.2% | $7,956+2.0% | $4,139+96.1% |
| Admin fee / account holder | $5,833 | $13,455-56.6% | $11,381-48.7% | $7,234-19.4% |