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 | $160,252 | $123,793+29.5% | $177,821-9.9% | $79,858+100.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.54% | 22.82%-13.3pp | 48.32%-38.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $3,493 | $4,095-14.7% | $5,918-41.0% | $2,471+41.4% |
| Participant deferral / active EE | $10,780 | $5,956+81.0% | $7,714+39.7% | $3,740+188.2% |
| Admin fee / account holder | $5,983 | $7,243-17.4% | $12,427-51.9% | $5,306+12.7% |