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 5-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 | $168,414 | $138,347+21.7% | $184,203-8.6% | $80,856+108.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.39% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,622 | $4,850-46.0% | $6,427-59.2% | $2,755-4.8% |
| Participant deferral / active EE | $6,372 | $7,071-9.9% | $9,131-30.2% | $4,296+48.3% |
| Admin fee / account holder | $11,070 | $10,483+5.6% | $13,901-20.4% | $6,918+60.0% |