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 | $147,883 | $86,286+71.4% | $111,297+32.9% | $85,850+72.3% |
| Participation rate | 93.6% | 73.3%+20.3pp | 77.3%+16.3pp | 69.3%+24.3pp |
| Annual return | 10.76% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,813 | $2,043+86.6% | $2,731+39.6% | $2,565+48.7% |
| Participant deferral / active EE | $5,371 | $3,641+47.5% | $4,487+19.7% | $3,952+35.9% |
| Admin fee / account holder | $4,065 | $8,188-50.3% | $7,964-49.0% | $6,260-35.1% |