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 | $155,334 | $72,012+115.7% | $185,823-16.4% | $79,858+94.5% |
| Participation rate | 94.4% | 65.8%+28.7pp | 78.0%+16.4pp | 69.6%+24.8pp |
| Annual return | 9.39% | 23.12%-13.7pp | 35.95%-26.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,883 | $1,965+46.7% | $4,087-29.5% | $2,471+16.7% |
| Participant deferral / active EE | $5,049 | $3,779+33.6% | $5,632-10.4% | $3,740+35.0% |
| Admin fee / account holder | $5,088 | $4,513+12.7% | $9,500-46.4% | $5,306-4.1% |