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 | $199,227 | $92,985+114.3% | $153,485+29.8% | $80,856+146.4% |
| Participation rate | 70.0% | 69.0%+1.0pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 5.37% | 19.95%-14.6pp | 15.65%-10.3pp | 35.59%-30.2pp |
| Employer contribution / active EE | $5,151 | $3,507+46.9% | $5,039+2.2% | $2,755+87.0% |
| Participant deferral / active EE | $4,938 | $5,178-4.6% | $6,757-26.9% | $4,296+15.0% |
| Admin fee / account holder | $10,559 | $8,880+18.9% | $12,724-17.0% | $6,918+52.6% |