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 | $159,880 | $72,277+121.2% | $101,248+57.9% | $79,858+100.2% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 4.70% | 22.30%-17.6pp | 46.47%-41.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $2,872 | $2,692+6.7% | $3,660-21.5% | $2,471+16.2% |
| Participant deferral / active EE | $5,969 | $3,282+81.9% | $4,370+36.6% | $3,740+59.6% |
| Admin fee / account holder | $757 | $4,400-82.8% | $5,945-87.3% | $5,306-85.7% |