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 | $226,140 | $148,978+51.8% | $200,582+12.7% | $84,808+166.7% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.9pp | 68.3%+21.4pp |
| Annual return | 12.52% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,866 | $4,815-40.5% | $6,419-55.3% | $2,631+8.9% |
| Participant deferral / active EE | $7,079 | $7,142-0.9% | $9,331-24.1% | $4,212+68.1% |
| Admin fee / account holder | $766 | $13,977-94.5% | $16,305-95.3% | $7,344-89.6% |