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 | $164,792 | $86,929+89.6% | $102,423+60.9% | $80,856+103.8% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 7.37% | 18.88%-11.5pp | 29.32%-22.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,582 | $2,369+9.0% | $3,023-14.6% | $2,755-6.3% |
| Participant deferral / active EE | $5,744 | $4,118+39.5% | $5,053+13.7% | $4,296+33.7% |
| Admin fee / account holder | $6,508 | $8,049-19.1% | $9,451-31.1% | $6,918-5.9% |