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 | $158,185 | $138,385+14.3% | $184,200-14.1% | $80,874+95.6% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.6pp | 67.6%+21.8pp |
| Annual return | 11.14% | 20.02%-8.9pp | 28.80%-17.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,999 | $4,849-58.8% | $6,424-68.9% | $2,756-27.5% |
| Participant deferral / active EE | $6,156 | $7,073-13.0% | $9,132-32.6% | $4,297+43.3% |
| Admin fee / account holder | $9,078 | $10,483-13.4% | $13,907-34.7% | $6,935+30.9% |