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 | $164,249 | $65,365+151.3% | $92,893+76.8% | $72,985+125.0% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 10.75% | 42.10%-31.4pp | 109.41%-98.7pp | 81.00%-70.3pp |
| Employer contribution / active EE | $2,832 | $2,594+9.2% | $3,653-22.5% | $2,440+16.1% |
| Participant deferral / active EE | $6,454 | $3,128+106.3% | $4,236+52.4% | $3,607+78.9% |
| Admin fee / account holder | $3,464 | $4,251-18.5% | $5,794-40.2% | $5,124-32.4% |