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 | $168,344 | $123,793+36.0% | $177,821-5.3% | $79,858+110.8% |
| Participation rate | 91.8% | 84.7%+7.2pp | 87.7%+4.1pp | 69.6%+22.2pp |
| Annual return | 4.49% | 22.82%-18.3pp | 48.32%-43.8pp | 31.71%-27.2pp |
| Employer contribution / active EE | $3,274 | $4,095-20.1% | $5,918-44.7% | $2,471+32.5% |
| Participant deferral / active EE | $6,528 | $5,956+9.6% | $7,714-15.4% | $3,740+74.5% |
| Admin fee / account holder | $2,900 | $7,243-60.0% | $12,427-76.7% | $5,306-45.4% |