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 | $184,628 | $125,758+46.8% | $169,993+8.6% | $75,163+145.6% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 12.69% | 27.20%-14.5pp | 53.37%-40.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $6,526 | $4,615+41.4% | $6,785-3.8% | $2,670+144.4% |
| Participant deferral / active EE | $8,079 | $6,837+18.2% | $10,408-22.4% | $4,125+95.9% |
| Admin fee / account holder | $11,087 | $8,173+35.6% | $12,815-13.5% | $5,651+96.2% |