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 | $157,486 | $100,326+57.0% | $180,183-12.6% | $84,808+85.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 11.33% | 17.86%-6.5pp | 27.86%-16.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,817 | $3,269+16.7% | $5,039-24.3% | $2,631+45.1% |
| Participant deferral / active EE | $9,747 | $5,066+92.4% | $6,822+42.9% | $4,212+131.4% |
| Admin fee / account holder | $5,956 | $9,674-38.4% | $19,975-70.2% | $7,344-18.9% |