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 | $130,846 | $125,758+4.0% | $169,993-23.0% | $75,163+74.1% |
| Participation rate | 79.1% | 83.6%-4.5pp | 87.0%-7.9pp | 67.2%+11.9pp |
| Annual return | 9.81% | 27.20%-17.4pp | 53.37%-43.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $2,265 | $4,615-50.9% | $6,785-66.6% | $2,670-15.2% |
| Participant deferral / active EE | $5,137 | $6,837-24.9% | $10,408-50.6% | $4,125+24.5% |
| Admin fee / account holder | $5,456 | $8,173-33.2% | $12,815-57.4% | $5,651-3.4% |