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 | $150,459 | $54,762+174.7% | $90,281+66.7% | $72,985+106.2% |
| Participation rate | 90.4% | 65.1%+25.2pp | 73.3%+17.1pp | 69.5%+20.9pp |
| Annual return | 6.39% | 30.63%-24.2pp | 78.10%-71.7pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,964 | $2,092-6.1% | $2,854-31.2% | $2,440-19.5% |
| Participant deferral / active EE | $5,679 | $2,887+96.7% | $3,885+46.2% | $3,607+57.4% |
| Admin fee / account holder | $2,603 | $3,972-34.5% | $5,351-51.3% | $5,124-49.2% |