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 | $159,288 | $94,031+69.4% | $115,768+37.6% | $82,448+93.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.4%+11.3pp | 68.1%+17.6pp |
| Annual return | 12.17% | 20.61%-8.4pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,533 | $2,323+9.0% | $2,940-13.9% | $2,551-0.7% |
| Participant deferral / active EE | $4,771 | $3,972+20.1% | $4,917-3.0% | $4,139+15.3% |
| Admin fee / account holder | $15,721 | $10,249+53.4% | $12,439+26.4% | $7,234+117.3% |