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 | $160,064 | $60,022+166.7% | $88,946+80.0% | $84,808+88.7% |
| Participation rate | 85.2% | 57.8%+27.3pp | 68.8%+16.3pp | 68.3%+16.9pp |
| Annual return | 10.14% | 22.43%-12.3pp | 57.82%-47.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,650 | $1,703+114.4% | $2,555+42.9% | $2,631+38.7% |
| Participant deferral / active EE | $3,129 | $3,114+0.5% | $4,581-31.7% | $4,212-25.7% |
| Admin fee / account holder | $4,189 | $4,811-12.9% | $8,261-49.3% | $7,344-43.0% |