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 | $154,331 | $138,347+11.6% | $184,203-16.2% | $80,856+90.9% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 5.82% | 20.02%-14.2pp | 28.81%-23.0pp | 35.59%-29.8pp |
| Employer contribution / active EE | $6,951 | $4,850+43.3% | $6,427+8.2% | $2,755+152.3% |
| Participant deferral / active EE | $7,250 | $7,071+2.5% | $9,131-20.6% | $4,296+68.8% |
| Admin fee / account holder | $12,806 | $10,483+22.2% | $13,901-7.9% | $6,918+85.1% |