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 | $165,692 | $86,929+90.6% | $102,423+61.8% | $80,856+104.9% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.5pp |
| Annual return | 9.91% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,920 | $2,369-18.9% | $3,023-36.5% | $2,755-30.3% |
| Participant deferral / active EE | $5,761 | $4,118+39.9% | $5,053+14.0% | $4,296+34.1% |
| Admin fee / account holder | $12,524 | $8,049+55.6% | $9,451+32.5% | $6,918+81.0% |