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 | $124,583 | $88,672+40.5% | $105,223+18.4% | $82,448+51.1% |
| Participation rate | 70.8% | 67.9%+2.8pp | 75.0%-4.3pp | 68.1%+2.7pp |
| Annual return | 10.98% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,610 | $3,048-14.4% | $3,689-29.2% | $2,551+2.3% |
| Participant deferral / active EE | $3,819 | $4,036-5.4% | $5,072-24.7% | $4,139-7.7% |
| Admin fee / account holder | $10,664 | $7,146+49.2% | $8,859+20.4% | $7,234+47.4% |