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 | $174,210 | $99,985+74.2% | $146,665+18.8% | $85,850+102.9% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 6.65% | 18.93%-12.3pp | 22.74%-16.1pp | 318.53%-311.9pp |
| Employer contribution / active EE | $2,778 | $2,559+8.6% | $4,136-32.8% | $2,565+8.3% |
| Participant deferral / active EE | $9,074 | $4,006+126.5% | $5,506+64.8% | $3,952+129.6% |
| Admin fee / account holder | $5,227 | $7,702-32.1% | $10,280-49.2% | $6,260-16.5% |