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 | $160,094 | $148,978+7.5% | $200,582-20.2% | $84,808+88.8% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 7.17% | 28.16%-21.0pp | 42.33%-35.2pp | 40.90%-33.7pp |
| Employer contribution / active EE | $8,385 | $4,815+74.1% | $6,419+30.6% | $2,631+218.7% |
| Participant deferral / active EE | $6,408 | $7,142-10.3% | $9,331-31.3% | $4,212+52.1% |
| Admin fee / account holder | $33,741 | $13,977+141.4% | $16,305+106.9% | $7,344+359.5% |