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 | $109,413+37.5% | $156,263-3.7% | $84,808+77.4% |
| Participation rate | 77.1% | 72.7%+4.5pp | 78.9%-1.8pp | 68.3%+8.8pp |
| Annual return | 11.47% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,429 | $2,907+17.9% | $4,333-20.9% | $2,631+30.3% |
| Participant deferral / active EE | $5,576 | $4,590+21.5% | $6,158-9.5% | $4,212+32.4% |
| Admin fee / account holder | $20,110 | $9,357+114.9% | $14,255+41.1% | $7,344+173.8% |