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 | $146,512 | $125,758+16.5% | $169,993-13.8% | $75,163+94.9% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.0%+5.1pp | 67.2%+24.9pp |
| Annual return | 13.45% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,653 | $4,615+0.8% | $6,785-31.4% | $2,670+74.3% |
| Participant deferral / active EE | $7,234 | $6,837+5.8% | $10,408-30.5% | $4,125+75.4% |
| Admin fee / account holder | $2,784 | $8,173-65.9% | $12,815-78.3% | $5,651-50.7% |