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 | $187,135 | $80,673+132.0% | $101,326+84.7% | $84,808+120.7% |
| Participation rate | 70.7% | 77.8%-7.1pp | 81.5%-10.8pp | 68.3%+2.4pp |
| Annual return | 8.88% | 38.95%-30.1pp | 36.82%-27.9pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,450 | $2,698-46.3% | $3,665-60.4% | $2,631-44.9% |
| Participant deferral / active EE | $3,543 | $6,840-48.2% | $7,994-55.7% | $4,212-15.9% |
| Admin fee / account holder | $10,659 | $12,784-16.6% | $11,185-4.7% | $7,344+45.1% |