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 | $151,560 | $114,381+32.5% | $107,525+41.0% | $142,382+6.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 9.65% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,794 | $4,015+19.4% | $3,754+27.7% | $4,299+11.5% |
| Participant deferral / active EE | $6,151 | $5,564+10.6% | $5,116+20.2% | $6,507-5.5% |
| Admin fee / account holder | $7,260 | $9,860-26.4% | $8,919-18.6% | $12,624-42.5% |