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 | $209,734 | $83,477+151.2% | $125,175+67.6% | $72,985+187.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 5.79% | 25.78%-20.0pp | 43.79%-38.0pp | 81.00%-75.2pp |
| Employer contribution / active EE | $2,282 | $2,345-2.7% | $3,865-41.0% | $2,440-6.5% |
| Participant deferral / active EE | $5,024 | $3,585+40.1% | $4,937+1.8% | $3,607+39.3% |
| Admin fee / account holder | $4,492 | $5,517-18.6% | $9,702-53.7% | $5,124-12.3% |