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 | $186,731 | $181,894+2.7% | $156,549+19.3% | $273,961-31.8% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 1.79% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $3,816 | $6,248-38.9% | $5,501-30.6% | $4,869-21.6% |
| Participant deferral / active EE | $5,873 | $5,550+5.8% | $4,871+20.6% | $5,287+11.1% |
| Admin fee / account holder | $10,715 | $15,559-31.1% | $13,027-17.8% | $10,132+5.8% |