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 | $150,768 | $89,753+68.0% | $107,525+40.2% | $84,808+77.8% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 9.07% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,068 | $3,113-33.6% | $3,754-44.9% | $2,631-21.4% |
| Participant deferral / active EE | $3,288 | $4,056-18.9% | $5,116-35.7% | $4,212-21.9% |
| Admin fee / account holder | $8,854 | $7,222+22.6% | $8,919-0.7% | $7,344+20.6% |