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 | $127,244 | $148,978-14.6% | $200,582-36.6% | $84,808+50.0% |
| Participation rate | 98.1% | 84.2%+13.9pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 10.94% | 28.16%-17.2pp | 42.33%-31.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,888 | $4,815-40.0% | $6,419-55.0% | $2,631+9.8% |
| Participant deferral / active EE | $3,975 | $7,142-44.3% | $9,331-57.4% | $4,212-5.6% |
| Admin fee / account holder | $6,545 | $13,977-53.2% | $16,305-59.9% | $7,344-10.9% |