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 | $183,672 | $138,347+32.8% | $184,203-0.3% | $80,856+127.2% |
| Participation rate | 75.5% | 83.9%-8.4pp | 86.8%-11.3pp | 67.6%+7.8pp |
| Annual return | 10.75% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,775 | $4,850-22.2% | $6,427-41.3% | $2,755+37.0% |
| Participant deferral / active EE | $6,465 | $7,071-8.6% | $9,131-29.2% | $4,296+50.5% |
| Admin fee / account holder | $35,018 | $10,483+234.0% | $13,901+151.9% | $6,918+406.2% |