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 | $152,790 | $148,978+2.6% | $200,582-23.8% | $84,808+80.2% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 12.74% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,564 | $4,815-5.2% | $6,419-28.9% | $2,631+73.5% |
| Participant deferral / active EE | $7,404 | $7,142+3.7% | $9,331-20.7% | $4,212+75.8% |
| Admin fee / account holder | $2,879 | $13,977-79.4% | $16,305-82.3% | $7,344-60.8% |