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 | $179,843 | $125,758+43.0% | $169,993+5.8% | $75,163+139.3% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 10.12% | 27.20%-17.1pp | 53.37%-43.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $3,940 | $4,615-14.6% | $6,785-41.9% | $2,670+47.6% |
| Participant deferral / active EE | $7,564 | $6,837+10.6% | $10,408-27.3% | $4,125+83.4% |
| Admin fee / account holder | $12,733 | $8,173+55.8% | $12,815-0.6% | $5,651+125.3% |