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 | $150,482 | $108,825+38.3% | $156,181-3.6% | $82,448+82.5% |
| Participation rate | 77.1% | 72.4%+4.8pp | 78.8%-1.7pp | 68.1%+9.1pp |
| Annual return | 11.47% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $3,429 | $2,870+19.5% | $4,294-20.2% | $2,551+34.4% |
| Participant deferral / active EE | $5,576 | $4,577+21.8% | $6,132-9.1% | $4,139+34.7% |
| Admin fee / account holder | $20,110 | $9,341+115.3% | $14,586+37.9% | $7,234+178.0% |