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 | $145,572 | $76,367+90.6% | $93,606+55.5% | $72,985+99.5% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.5%+1.9pp |
| Annual return | 14.67% | 25.82%-11.1pp | 32.76%-18.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,912 | $2,275+28.0% | $2,718+7.1% | $2,440+19.4% |
| Participant deferral / active EE | $3,162 | $3,538-10.6% | $4,069-22.3% | $3,607-12.3% |
| Admin fee / account holder | $3,082 | $6,838-54.9% | $7,888-60.9% | $5,124-39.9% |