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 | $168,853 | $148,978+13.3% | $200,582-15.8% | $84,808+99.1% |
| Participation rate | 93.4% | 84.2%+9.2pp | 86.9%+6.6pp | 68.3%+25.1pp |
| Annual return | 11.54% | 28.16%-16.6pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,609 | $4,815-45.8% | $6,419-59.4% | $2,631-0.8% |
| Participant deferral / active EE | $6,914 | $7,142-3.2% | $9,331-25.9% | $4,212+64.2% |
| Admin fee / account holder | $14,583 | $13,977+4.3% | $16,305-10.6% | $7,344+98.6% |