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 | $178,768 | $148,978+20.0% | $200,582-10.9% | $84,808+110.8% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.4pp | 68.3%+24.9pp |
| Annual return | 6.32% | 28.16%-21.8pp | 42.33%-36.0pp | 40.90%-34.6pp |
| Employer contribution / active EE | $4,902 | $4,815+1.8% | $6,419-23.6% | $2,631+86.3% |
| Participant deferral / active EE | $3,946 | $7,142-44.7% | $9,331-57.7% | $4,212-6.3% |
| Admin fee / account holder | $7,419 | $13,977-46.9% | $16,305-54.5% | $7,344+1.0% |