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 | $144,758 | $138,347+4.6% | $184,203-21.4% | $80,856+79.0% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 10.52% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,811 | $4,850+19.8% | $6,427-9.6% | $2,755+110.9% |
| Participant deferral / active EE | $3,156 | $7,071-55.4% | $9,131-65.4% | $4,296-26.5% |
| Admin fee / account holder | $18,978 | $10,483+81.0% | $13,901+36.5% | $6,918+174.3% |