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 | $158,193 | $54,705+189.2% | $71,209+122.2% | $84,808+86.5% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 10.57% | 35.90%-25.3pp | 282.51%-271.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,260 | $2,158+51.1% | $2,721+19.8% | $2,631+23.9% |
| Participant deferral / active EE | $5,362 | $3,030+76.9% | $4,175+28.4% | $4,212+27.3% |
| Admin fee / account holder | $7,660 | $4,863+57.5% | $5,349+43.2% | $7,344+4.3% |