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 | $153,400 | $83,477+83.8% | $125,175+22.5% | $72,985+110.2% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 10.63% | 25.78%-15.1pp | 43.79%-33.2pp | 81.00%-70.4pp |
| Employer contribution / active EE | $1,667 | $2,345-28.9% | $3,865-56.9% | $2,440-31.7% |
| Participant deferral / active EE | $6,821 | $3,585+90.3% | $4,937+38.2% | $3,607+89.1% |
| Admin fee / account holder | $6,671 | $5,517+20.9% | $9,702-31.2% | $5,124+30.2% |