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 | $161,577 | $109,881+47.0% | $150,045+7.7% | $84,808+90.5% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 13.59% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,478 | $3,561-2.3% | $4,693-25.9% | $2,631+32.2% |
| Participant deferral / active EE | $4,438 | $6,636-33.1% | $7,997-44.5% | $4,212+5.4% |
| Admin fee / account holder | $35,628 | $8,568+315.8% | $13,435+165.2% | $7,344+385.2% |