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 | $225,314 | $99,633+126.1% | $183,328+22.9% | $82,448+173.3% |
| Participation rate | 72.0% | 70.8%+1.2pp | 77.3%-5.3pp | 68.1%+3.9pp |
| Annual return | 8.87% | 17.84%-9.0pp | 29.67%-20.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $5,457 | $3,256+67.6% | $5,055+8.0% | $2,551+113.9% |
| Participant deferral / active EE | $7,229 | $4,938+46.4% | $6,795+6.4% | $4,139+74.7% |
| Admin fee / account holder | $10,400 | $9,934+4.7% | $21,427-51.5% | $7,234+43.8% |