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 | $155,928 | $138,347+12.7% | $184,203-15.4% | $80,856+92.8% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 9.29% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,369 | $4,850-30.5% | $6,427-47.6% | $2,755+22.3% |
| Participant deferral / active EE | $6,258 | $7,071-11.5% | $9,131-31.5% | $4,296+45.7% |
| Admin fee / account holder | $29,740 | $10,483+183.7% | $13,901+113.9% | $6,918+329.9% |