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 | $146,131 | $132,049+10.7% | $200,582-27.1% | $74,304+96.7% |
| Participation rate | 87.9% | 84.1%+3.8pp | 86.9%+1.0pp | 60.3%+27.6pp |
| Annual return | 13.80% | 22.22%-8.4pp | 42.33%-28.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,843 | $4,558-59.6% | $6,419-71.3% | $2,241-17.8% |
| Participant deferral / active EE | $5,246 | $7,213-27.3% | $9,331-43.8% | $3,767+39.3% |
| Admin fee / account holder | $2,894 | $2,405+20.3% | $16,305-82.3% | $2,969-2.5% |