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 | $144,206 | $93,571+54.1% | $135,903+6.1% | $75,163+91.9% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.9%-5.1pp | 67.2%+9.6pp |
| Annual return | 11.71% | 30.90%-19.2pp | 68.23%-56.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,481 | $3,537-58.1% | $4,856-69.5% | $2,670-44.5% |
| Participant deferral / active EE | $8,648 | $6,404+35.0% | $7,758+11.5% | $4,125+109.6% |
| Admin fee / account holder | $6,766 | $6,975-3.0% | $10,762-37.1% | $5,651+19.7% |