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 | $168,370 | $109,881+53.2% | $150,045+12.2% | $84,808+98.5% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 13.23% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,236 | $3,561-9.1% | $4,693-31.0% | $2,631+23.0% |
| Participant deferral / active EE | $9,729 | $6,636+46.6% | $7,997+21.7% | $4,212+131.0% |
| Admin fee / account holder | $4,522 | $8,568-47.2% | $13,435-66.3% | $7,344-38.4% |