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 | $229,039 | $138,347+65.6% | $184,203+24.3% | $80,856+183.3% |
| Participation rate | 98.5% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 10.47% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,236 | $4,850+7.9% | $6,427-18.5% | $2,755+90.1% |
| Participant deferral / active EE | $12,743 | $7,071+80.2% | $9,131+39.6% | $4,296+196.6% |
| Admin fee / account holder | $7,889 | $10,483-24.7% | $13,901-43.2% | $6,918+14.0% |