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 | $232,084 | $100,326+131.3% | $180,183+28.8% | $84,808+173.7% |
| Participation rate | 71.4% | 71.0%+0.4pp | 77.4%-6.0pp | 68.3%+3.1pp |
| Annual return | 8.96% | 17.86%-8.9pp | 27.86%-18.9pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,754 | $3,269-15.8% | $5,039-45.4% | $2,631+4.7% |
| Participant deferral / active EE | $7,868 | $5,066+55.3% | $6,822+15.3% | $4,212+86.8% |
| Admin fee / account holder | $4,412 | $9,674-54.4% | $19,975-77.9% | $7,344-39.9% |