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 | $154,166 | $95,803+60.9% | $113,168+36.2% | $84,808+81.8% |
| Participation rate | 74.5% | 72.9%+1.6pp | 76.6%-2.1pp | 68.3%+6.2pp |
| Annual return | 11.19% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,191 | $2,360-7.2% | $2,975-26.4% | $2,631-16.7% |
| Participant deferral / active EE | $3,236 | $4,242-23.7% | $5,107-36.6% | $4,212-23.2% |
| Admin fee / account holder | $7,605 | $8,989-15.4% | $12,068-37.0% | $7,344+3.6% |