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 | $146,267+14.0% | $197,124-15.4% | $82,448+102.3% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.2pp |
| Annual return | 10.71% | 29.61%-18.9pp | 44.34%-33.6pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,252 | $4,723-31.2% | $6,227-47.8% | $2,551+27.5% |
| Participant deferral / active EE | $7,227 | $7,035+2.7% | $9,135-20.9% | $4,139+74.6% |
| Admin fee / account holder | $21,716 | $14,422+50.6% | $16,298+33.2% | $7,234+200.2% |