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 | $145,225 | $148,978-2.5% | $200,582-27.6% | $84,808+71.2% |
| Participation rate | 92.1% | 84.2%+7.9pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 12.20% | 28.16%-16.0pp | 42.33%-30.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,899 | $4,815-39.8% | $6,419-54.8% | $2,631+10.2% |
| Participant deferral / active EE | $5,953 | $7,142-16.6% | $9,331-36.2% | $4,212+41.4% |
| Admin fee / account holder | $34,602 | $13,977+147.6% | $16,305+112.2% | $7,344+371.2% |