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 | $165,646 | $123,793+33.8% | $177,821-6.8% | $79,858+107.4% |
| Participation rate | 98.4% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 5.33% | 22.82%-17.5pp | 48.32%-43.0pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,851 | $4,095-30.4% | $5,918-51.8% | $2,471+15.4% |
| Participant deferral / active EE | $5,481 | $5,956-8.0% | $7,714-29.0% | $3,740+46.5% |
| Admin fee / account holder | $3,744 | $7,243-48.3% | $12,427-69.9% | $5,306-29.4% |