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 | $151,927 | $123,793+22.7% | $177,821-14.6% | $79,858+90.2% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 5.66% | 22.82%-17.2pp | 48.32%-42.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $7,063 | $4,095+72.5% | $5,918+19.3% | $2,471+185.8% |
| Participant deferral / active EE | $3,754 | $5,956-37.0% | $7,714-51.3% | $3,740+0.4% |
| Admin fee / account holder | $1,571 | $7,243-78.3% | $12,427-87.4% | $5,306-70.4% |