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 | $146,812 | $125,758+16.7% | $169,993-13.6% | $75,163+95.3% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 9.47% | 27.20%-17.7pp | 53.37%-43.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $4,877 | $4,615+5.7% | $6,785-28.1% | $2,670+82.7% |
| Participant deferral / active EE | $3,599 | $6,837-47.4% | $10,408-65.4% | $4,125-12.7% |
| Admin fee / account holder | $8,596 | $8,173+5.2% | $12,815-32.9% | $5,651+52.1% |