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 | $188,181 | $138,347+36.0% | $184,203+2.2% | $80,856+132.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 9.16% | 20.02%-10.9pp | 28.81%-19.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,805 | $4,850-42.2% | $6,427-56.4% | $2,755+1.8% |
| Participant deferral / active EE | $6,701 | $7,071-5.2% | $9,131-26.6% | $4,296+56.0% |
| Admin fee / account holder | $3,758 | $10,483-64.2% | $13,901-73.0% | $6,918-45.7% |