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 5-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 | $166,809 | $77,503+115.2% | $100,391+66.2% | $80,856+106.3% |
| Participation rate | 80.8% | 76.9%+3.8pp | 81.5%-0.7pp | 67.6%+13.1pp |
| Annual return | 9.90% | 37.20%-27.3pp | 49.20%-39.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,538 | $2,801-45.1% | $3,942-61.0% | $2,755-44.2% |
| Participant deferral / active EE | $7,082 | $6,820+3.8% | $8,082-12.4% | $4,296+64.9% |
| Admin fee / account holder | $16,467 | $5,897+179.2% | $7,899+108.5% | $6,918+138.0% |