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 | $163,114 | $86,929+87.6% | $102,423+59.3% | $80,856+101.7% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 5.60% | 18.88%-13.3pp | 29.32%-23.7pp | 35.59%-30.0pp |
| Employer contribution / active EE | $2,315 | $2,369-2.3% | $3,023-23.4% | $2,755-16.0% |
| Participant deferral / active EE | $5,645 | $4,118+37.1% | $5,053+11.7% | $4,296+31.4% |
| Admin fee / account holder | $30,149 | $8,049+274.6% | $9,451+219.0% | $6,918+335.8% |