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 | $151,457 | $106,749+41.9% | $145,433+4.1% | $82,448+83.7% |
| Participation rate | 78.0% | 75.6%+2.3pp | 82.1%-4.2pp | 68.1%+9.9pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,157 | $3,444-8.4% | $4,554-30.7% | $2,551+23.7% |
| Participant deferral / active EE | $6,260 | $6,519-4.0% | $7,897-20.7% | $4,139+51.2% |
| Admin fee / account holder | $45,026 | $8,390+436.7% | $13,129+243.0% | $7,234+522.4% |