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 | $123,169 | $138,347-11.0% | $184,203-33.1% | $80,856+52.3% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 10.38% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,822 | $4,850+40.6% | $6,427+6.1% | $2,755+147.6% |
| Participant deferral / active EE | $5,057 | $7,071-28.5% | $9,131-44.6% | $4,296+17.7% |
| Admin fee / account holder | $17,612 | $10,483+68.0% | $13,901+26.7% | $6,918+154.6% |