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 | $153,433 | $93,571+64.0% | $135,903+12.9% | $75,163+104.1% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 13.56% | 30.90%-17.3pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $5,605 | $3,537+58.5% | $4,856+15.4% | $2,670+109.9% |
| Participant deferral / active EE | $6,181 | $6,404-3.5% | $7,758-20.3% | $4,125+49.8% |
| Admin fee / account holder | $9,016 | $6,975+29.3% | $10,762-16.2% | $5,651+59.6% |