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 | $167,912 | $148,978+12.7% | $200,582-16.3% | $84,808+98.0% |
| Participation rate | 77.1% | 84.2%-7.1pp | 86.9%-9.7pp | 68.3%+8.8pp |
| Annual return | 12.95% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,084 | $4,815+5.6% | $6,419-20.8% | $2,631+93.3% |
| Participant deferral / active EE | $6,794 | $7,142-4.9% | $9,331-27.2% | $4,212+61.3% |
| Admin fee / account holder | $6,826 | $13,977-51.2% | $16,305-58.1% | $7,344-7.0% |