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 | $159,825 | $109,359+46.1% | $162,163-1.4% | $72,985+119.0% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 15.60% | 25.46%-9.9pp | 115.59%-100.0pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,868 | $3,907-26.6% | $5,614-48.9% | $2,440+17.6% |
| Participant deferral / active EE | $5,474 | $5,481-0.1% | $7,298-25.0% | $3,607+51.7% |
| Admin fee / account holder | $9,654 | $7,972+21.1% | $10,843-11.0% | $5,124+88.4% |