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 | $138,385+11.5% | $184,200-16.2% | $80,874+90.8% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 5.82% | 20.02%-14.2pp | 28.80%-23.0pp | 35.62%-29.8pp |
| Employer contribution / active EE | $6,951 | $4,849+43.3% | $6,424+8.2% | $2,756+152.3% |
| Participant deferral / active EE | $7,250 | $7,073+2.5% | $9,132-20.6% | $4,297+68.7% |
| Admin fee / account holder | $12,806 | $10,483+22.2% | $13,907-7.9% | $6,935+84.7% |