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 | $150,601 | $125,758+19.8% | $169,993-11.4% | $75,163+100.4% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.0%-4.6pp | 67.2%+15.2pp |
| Annual return | 12.43% | 27.20%-14.8pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $7,517 | $4,615+62.9% | $6,785+10.8% | $2,670+181.5% |
| Participant deferral / active EE | $4,198 | $6,837-38.6% | $10,408-59.7% | $4,125+1.8% |
| Admin fee / account holder | $19,222 | $8,173+135.2% | $12,815+50.0% | $5,651+240.2% |