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 | $181,415 | $87,733+106.8% | $106,548+70.3% | $85,850+111.3% |
| Participation rate | 75.5% | 71.9%+3.5pp | 76.1%-0.7pp | 69.3%+6.2pp |
| Annual return | 10.35% | 21.86%-11.5pp | 26.80%-16.5pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,680 | $2,073+29.3% | $2,819-4.9% | $2,565+4.5% |
| Participant deferral / active EE | $3,397 | $3,469-2.1% | $4,398-22.8% | $3,952-14.0% |
| Admin fee / account holder | $14,085 | $6,767+108.1% | $7,407+90.1% | $6,260+125.0% |