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 | $209,326 | $148,978+40.5% | $200,582+4.4% | $84,808+146.8% |
| Participation rate | 81.0% | 84.2%-3.2pp | 86.9%-5.9pp | 68.3%+12.7pp |
| Annual return | 12.80% | 28.16%-15.4pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,545 | $4,815-47.2% | $6,419-60.4% | $2,631-3.3% |
| Participant deferral / active EE | $8,116 | $7,142+13.6% | $9,331-13.0% | $4,212+92.7% |
| Admin fee / account holder | $4,906 | $13,977-64.9% | $16,305-69.9% | $7,344-33.2% |