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 | $167,143 | $123,793+35.0% | $177,821-6.0% | $79,858+109.3% |
| Participation rate | 94.0% | 84.7%+9.4pp | 87.7%+6.3pp | 69.6%+24.4pp |
| Annual return | 10.08% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,365 | $4,095-42.3% | $5,918-60.0% | $2,471-4.3% |
| Participant deferral / active EE | $5,191 | $5,956-12.8% | $7,714-32.7% | $3,740+38.8% |
| Admin fee / account holder | $2,777 | $7,243-61.7% | $12,427-77.7% | $5,306-47.7% |