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 | $176,092 | $106,749+65.0% | $145,433+21.1% | $82,448+113.6% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 5.24% | 27.59%-22.3pp | 66.58%-61.3pp | 41.64%-36.4pp |
| Employer contribution / active EE | $4,898 | $3,444+42.2% | $4,554+7.5% | $2,551+92.0% |
| Participant deferral / active EE | $10,573 | $6,519+62.2% | $7,897+33.9% | $4,139+155.4% |
| Admin fee / account holder | $7,225 | $8,390-13.9% | $13,129-45.0% | $7,234-0.1% |