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 | $154,696 | $67,606+128.8% | $82,313+87.9% | $70,131+120.6% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 10.27% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,796 | $1,755+59.4% | $2,428+15.2% | $2,342+19.4% |
| Participant deferral / active EE | $1,715 | $2,987-42.6% | $3,706-53.7% | $3,332-48.5% |
| Admin fee / account holder | $2,976 | $4,512-34.0% | $5,608-46.9% | $4,645-35.9% |