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 | $133,046 | $71,516+86.0% | $98,439+35.2% | $71,457+86.2% |
| Participation rate | 95.1% | 72.7%+22.4pp | 75.2%+19.9pp | 67.9%+27.2pp |
| Annual return | 12.80% | 32.41%-19.6pp | 21.16%-8.4pp | 28.85%-16.0pp |
| Employer contribution / active EE | $2,384 | $2,399-0.6% | $3,048-21.8% | $2,588-7.9% |
| Participant deferral / active EE | $5,479 | $4,109+33.3% | $4,738+15.6% | $4,289+27.7% |
| Admin fee / account holder | $8,765 | $1,675+423.4% | $8,948-2.0% | $1,587+452.2% |