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 | $240,170 | $148,978+61.2% | $200,582+19.7% | $84,808+183.2% |
| Participation rate | 87.7% | 84.2%+3.4pp | 86.9%+0.8pp | 68.3%+19.4pp |
| Annual return | 12.96% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,850 | $4,815-20.0% | $6,419-40.0% | $2,631+46.4% |
| Participant deferral / active EE | $4,113 | $7,142-42.4% | $9,331-55.9% | $4,212-2.3% |
| Admin fee / account holder | $24,349 | $13,977+74.2% | $16,305+49.3% | $7,344+231.6% |