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 | $189,496 | $80,968+134.0% | $96,544+96.3% | $75,163+152.1% |
| Participation rate | 73.5% | 71.8%+1.7pp | 76.0%-2.5pp | 67.2%+6.3pp |
| Annual return | 8.55% | 27.06%-18.5pp | 25.84%-17.3pp | 160.62%-152.1pp |
| Employer contribution / active EE | $3,988 | $2,282+74.8% | $2,965+34.5% | $2,670+49.4% |
| Participant deferral / active EE | $6,226 | $3,928+58.5% | $4,851+28.4% | $4,125+50.9% |
| Admin fee / account holder | $7,065 | $6,724+5.1% | $8,252-14.4% | $5,651+25.0% |