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 | $149,792 | $73,933+102.6% | $96,683+54.9% | $75,163+99.3% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 6.14% | 26.70%-20.6pp | 35.69%-29.6pp | 160.62%-154.5pp |
| Employer contribution / active EE | $2,590 | $2,928-11.5% | $3,737-30.7% | $2,670-3.0% |
| Participant deferral / active EE | $5,333 | $3,659+45.8% | $4,878+9.3% | $4,125+29.3% |
| Admin fee / account holder | $3,580 | $5,216-31.4% | $6,730-46.8% | $5,651-36.6% |