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 | $169,482 | $123,793+36.9% | $177,821-4.7% | $79,858+112.2% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.1pp |
| Annual return | 10.69% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,536 | $4,095-13.6% | $5,918-40.2% | $2,471+43.1% |
| Participant deferral / active EE | $2,933 | $5,956-50.8% | $7,714-62.0% | $3,740-21.6% |
| Admin fee / account holder | $4,520 | $7,243-37.6% | $12,427-63.6% | $5,306-14.8% |