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 | $210,856 | $99,985+110.9% | $146,665+43.8% | $85,850+145.6% |
| Participation rate | 79.6% | 73.1%+6.6pp | 80.1%-0.4pp | 69.3%+10.3pp |
| Annual return | -1.44% | 18.93%-20.4pp | 22.74%-24.2pp | 318.53%-320.0pp |
| Employer contribution / active EE | $652 | $2,559-74.5% | $4,136-84.2% | $2,565-74.6% |
| Participant deferral / active EE | $6,529 | $4,006+63.0% | $5,506+18.6% | $3,952+65.2% |
| Admin fee / account holder | $22,138 | $7,702+187.4% | $10,280+115.4% | $6,260+253.7% |