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 | $157,661 | $148,978+5.8% | $200,582-21.4% | $84,808+85.9% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 10.87% | 28.16%-17.3pp | 42.33%-31.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $5,107 | $4,815+6.1% | $6,419-20.4% | $2,631+94.1% |
| Participant deferral / active EE | $11,475 | $7,142+60.7% | $9,331+23.0% | $4,212+172.5% |
| Admin fee / account holder | $17,077 | $13,977+22.2% | $16,305+4.7% | $7,344+132.5% |