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 | $163,634 | $86,929+88.2% | $102,423+59.8% | $80,856+102.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 8.19% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,652 | $2,369+11.9% | $3,023-12.3% | $2,755-3.7% |
| Participant deferral / active EE | $5,022 | $4,118+21.9% | $5,053-0.6% | $4,296+16.9% |
| Admin fee / account holder | $4,729 | $8,049-41.2% | $9,451-50.0% | $6,918-31.6% |