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 | $185,548 | $123,793+49.9% | $177,821+4.3% | $79,858+132.3% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 10.58% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $4,970 | $4,095+21.4% | $5,918-16.0% | $2,471+101.2% |
| Participant deferral / active EE | $4,513 | $5,956-24.2% | $7,714-41.5% | $3,740+20.7% |
| Admin fee / account holder | $10,741 | $7,243+48.3% | $12,427-13.6% | $5,306+102.4% |