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 | $166,781 | $148,978+12.0% | $200,582-16.9% | $84,808+96.7% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 10.71% | 28.16%-17.4pp | 42.33%-31.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,252 | $4,815-32.5% | $6,419-49.3% | $2,631+23.6% |
| Participant deferral / active EE | $7,227 | $7,142+1.2% | $9,331-22.5% | $4,212+71.6% |
| Admin fee / account holder | $21,716 | $13,977+55.4% | $16,305+33.2% | $7,344+195.7% |